Finance Assistant

About the role

We are supporting an established independent wealth‑management firm in Leeds to hire a Finance Assistant (Wealth Management Administrator). The role starts office‑based during training and moves to a hybrid model once fully qualified. You will provide essential administrative support to the Client Service Directors and the wider wealth‑management team.

Key responsibilities

• Prepare and pre‑complete client application forms and cost disclosure documents.
• Obtain provider illustrations, product information, and produce factsheets and KIID documents.
• Submit new‑business applications and investment trades via platforms and life‑company systems.
• Maintain accurate transaction records for valuation reconciliation.
• Support client onboarding, ensuring files are complete, compliant, and up‑to‑date in the iO back‑office system.
• Process anti‑money‑laundering and compliance checks, submit letters of authority, and verify policy information.
• Provide general office support such as filing, scanning, photocopying, and handling post.

Required profile

• Minimum three years’ experience in an administrative role within financial services.
• Background in wealth management, financial planning, pensions or investments.
• Experience processing new business through investment platforms and product providers.
• Good understanding of compliance and AML requirements.
• Confident handling of client information and maintaining accurate records.

Required skills

• Proficiency with the iO back‑office system (knowledge of iO is advantageous).

What we offer

• Salary negotiable within £28,000‑£38,000 per year, plus discretionary bonus.
• Private medical insurance and additional benefits.
• Hybrid working after the training period.