Administrator (Financial Services)

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.SalaryFully negotiable, depending on experience and capabilities + discretionary bonus + private medical insurance + additional benefitsKey ResponsibilitiesProvide 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 ..... full job details .....