Wealth Management Administrator - #2109756

FindCore 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.

Fully negotiable, depending on experience and capabilities + discretionary bonus + private medical insurance + additional benefits

• 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 iO back-office system.
• Complete the relevant iO 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.

• 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 iO 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.

• 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 FindCore in the strictest confidence.