Wealth Management Administrator

About the role

Join an established independent wealth‑management firm in central Leeds as a Wealth Management Administrator. You will provide essential administrative support to the Client Service Directors and the wider wealth‑management team, helping to deliver bespoke financial‑planning services to private clients.

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‑company systems.
• Maintain accurate transaction records for valuation reconciliation and ensure compliance with AML and regulatory requirements.
• Support client onboarding, keep client files complete, compliant and up‑to‑date in the iO back‑office system.
• 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.
• Proven ability to process new business through investment platforms and product providers.
• Good understanding of financial‑services compliance and anti‑money‑laundering requirements.

Required skills

• iO back‑office system (knowledge advantageous).
• Experience using investment platforms.

What we offer

• Salary negotiable between £28,000 and £38,000 per year.
• Discretionary bonus and private medical insurance.
• Additional employee benefits and hybrid working after training.