https://jobs.co.uk/job/wealth-management-administrator-findcore--f7f6b179-f579-4059-bb60-eec4c44260c8 RSS feed for Wealth Management Administrator at FindCore. en-gb Wed, 29 Jul 2026 00:12:59 GMT https://jobs.co.uk/job/wealth-management-administrator-findcore--f7f6b179-f579-4059-bb60-eec4c44260c8 https://jobs.co.uk/job/wealth-management-administrator-findcore--f7f6b179-f579-4059-bb60-eec4c44260c8 Tue, 28 Jul 2026 11:52:10 GMT Location: Leeds | Salary: 28000.00-28000.00 Annual | Type: Permanent | 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 ar... Permanent