Wealth Management Administrator (Finance)

About the role

FindCore is supporting an established independent wealth‑management firm in Leeds to hire a Wealth Management Administrator. The role provides essential administrative support to the Client Service Directors and the wider wealth‑management team, ensuring smooth onboarding and accurate processing of new business.

Key responsibilities

• Prepare and pre‑complete client application forms and cost disclosure documents.
• Obtain provider illustrations, product information and produce factsheets, KIID and other pre‑advice paperwork.
• Submit new‑business applications and investment trades via investment platforms and life companies, meeting all deadlines.
• Maintain accurate transaction records for valuation reconciliation and update client information in the iO back‑office system.
• Support client onboarding, ensure files are complete, compliant and contain all required agreements and reports.
• Perform general office duties such as filing, scanning, photocopying, post handling and franking.

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 anti‑money‑laundering requirements.
• Confident handling of client information and maintaining accurate, compliant records.

Required skills

• iO back‑office system (knowledge advantageous).
• Investment platforms for new‑business and trade submission.

What we offer

• Fully negotiable salary (GBP 28,000‑38,000 per year) plus discretionary bonus.
• Private medical insurance and additional benefits.
• Hybrid working model after the initial training period.