Finance Assistant

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

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• Provide administrative support to the Client Service Directors and wider wealth-management team.
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• Prepare and pre-complete client application forms.
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• Produce cost and charges disclosure documents.
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• Obtain provider illustrations and supporting product information.
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• Prepare factsheets, Key Investor Information Documents and other pre-advice paperwork.
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• Submit new business applications and investment trades through investment platforms and life companies.
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• Ensure all applications and trades are completed accurately and within the required deadlines.
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• Maintain accurate transaction records to support valuation reconciliation.
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• Support the onboarding of new clients and ensure client files are complete and compliant.
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• Add and update client information within the iO back-office system.
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• Complete the relevant iO workflows and maintain accurate diary entries.
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• Check that anti-money laundering and compliance requirements have been satisfied.
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• Submit letters of authority to providers and obtain policy information.
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• Ensure client files contain all required agreements, reports and supporting documentation.
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• Confirm files are fully compliant before new business is submitted.
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• Maintain accurate electronic and paper-based client records.
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• Provide general office support, including filing, scanning, photocopying, post and franking.
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• Minimum of three years’ experience in a similar administrative role within financial services.
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• Previous experience within wealth management, financial planning, pensions or investments.
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• Experience processing new business through investment platforms and product providers.
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• Good understanding of financial-services compliance and anti-money laundering requirements.
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• Experience using a financial-services back-office system; knowledge of iO would be advantageous.
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• Confident handling client information and maintaining accurate, compliant records.
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• Strong organisational skills with the ability to manage multiple tasks and deadlines.
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• Excellent attention to detail and commitment to accuracy.
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• Strong written and verbal communication skills.
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• Competent using Microsoft Word and Excel to an intermediate level.
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• Professional, dependable and comfortable working within a client-focused environment.
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• Fully negotiable salary based on experience and capabilities.
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• Hybrid working following the initial office-based training period.
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• Employer pension contribution.
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• Death-in-service benefit of four times annual salary.
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• 24 days’ annual leave plus bank holidays.
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• Discretionary bonus.
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• Vitality private medical insurance.
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• Professional examination support and training.
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• Opportunity to join an established independent wealth-management business.
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• Supportive and highly experienced team environment.
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• Central Leeds office location.
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For further information on this opportunity, or any other jobs, please apply via the link below or contact FindCore in the strictest confidence.