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About the Company
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.
About the Role
Permanent position. This role will initially be office-based during the training period, with Hybrid working available once the successful candidate is fully trained.
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 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.
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Qualifications
Minimum of three years’ experience in a similar administrative role within financial services.
Required Skills
- Previous experience within wealth management is essential, bonus if you have financial planning, pensions or investments experience.
- 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.
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Preferred Skills
None specified.
Pay range and compensation package
- 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.
Equal Opportunity Statement
For further information on this opportunity, or any other jobs, please apply via the link below or contact FindCore in the strictest confidence.
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