At a Glance
- Tasks: Support the wealth management team with client administration and compliance tasks.
- Company: Established independent wealth management firm in central Leeds.
- Benefits: Negotiable salary, hybrid working, private medical insurance, and professional development support.
- Other info: Dynamic role with excellent career growth opportunities in a client-focused environment.
- Why this job: Join a supportive team and make a real impact in wealth management.
- Qualifications: Three years' experience in financial services administration and strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Find Core are thrilled to be assisting an established independent wealth management firm with the recruitment of a Wealth Management Administrator.
The company is based in central Leeds and provides bespoke wealth-management and financial-planning services to private clients.
It has operated since 2004 and focuses on building long-term client relationships through independent, tailored advice.
Permanent position.
This role will initially be office-based during the training period, with hybrid working available once the successful candidate is fully trained.
Salary Fully negotiable, depending on experience and capabilities + discretionary bonus + private medical insurance + additional benefits Key Responsibilities Provide administrative support to the Client Service Directors and wider wealth-management team.
Prepare and pre-complete client application forms.
Produce cost and charges disclosure documents.
Obtain provider illustrations and supporting product information.
Prepare factsheets, Key Investor Information Documents and other pre-advice paperwork.
Submit new business applications and investment trades through investment platforms and life companies.
Ensure all applications and trades are completed accurately and within the required deadlines.
Maintain accurate transaction records to support valuation reconciliation.
Support the onboarding of new clients and ensure client files are complete and compliant.
Add and update client information within the i O back-office system.
Complete the relevant i O workflows and maintain accurate diary entries.
Check that anti-money laundering and compliance requirements have been satisfied.
Submit letters of authority to providers and obtain policy information.
Ensure client files contain all required agreements, reports and supporting documentation.
Confirm files are fully compliant before new business is submitted.
Maintain accurate electronic and paper-based client records.
Provide general office support, including filing, scanning, photocopying, post and franking.
Skills Experience Minimum of three years’ experience in a similar administrative role within financial services.
Previous experience within wealth management, financial planning, pensions or investments.
Experience processing new business through investment platforms and product providers.
Good understanding of financial-services compliance and anti-money laundering requirements.
Experience using a financial-services back-office system; knowledge of i O would be advantageous.
Confident handling client information and maintaining accurate, compliant records.
Strong organisational skills with the ability to manage multiple tasks and deadlines.
Excellent attention to detail and commitment to accuracy.
Strong written and verbal communication skills.
Competent using Microsoft Word and Excel to an intermediate level.
Professional, dependable and comfortable working within a client-focused environment.
What’s on Offer Fully negotiable salary based on experience and capabilities.
Hybrid working following the initial office-based training period.
Employer pension contribution.
Death-in-service benefit of four times annual salary. 24 days’ annual leave plus bank holidays.
Discretionary bonus.
Vitality private medical insurance.
Professional examination support and training.
Opportunity to join an established independent wealth-management business.
Supportive and highly experienced team environment.
Central Leeds office location.
For further information on this opportunity, or any other jobs, please apply via the link below or contact Find Core in the strictest confidence.
Wealth Management Administrator employer: FindCore
FindCore is an exceptional employer, offering a supportive work culture that prioritises employee growth and development. As a Contracts Manager in Lanarkshire, you will benefit from a competitive salary, a company fuel card, and a car allowance, all while working in a dynamic environment that values teamwork and quality service delivery across the public sector.
