IDEX are representing a Wealth Management firm who are demonstrating strong growth via headcount and AUM and require a Financial Services Administrator to join their Leeds based offices.

This is a newly created role and will be responsible for assisting the Investment Management team in various aspects.

What's in it for you?

• Opportunity to progress in a variety of directions including senior office support or into a front office Investment Management of Financial Planning capacity, with study support provided.
• Exposure to high-net-worth private clients including entrepreneurs, business owners and charities.
• Become an integral part of the office and be a key decision maker within your role, receiving autonomy whilst working with an open-minded leadership team.
• Work in the heart of Leeds, just a few minutes' walk from the train station

As part of a small and close-knit office, the team has a strong work-ethic with a collaborative mindset which is also demonstrated by their engagement in regular sociable activities outside of work.

The ideal candidate;

• Experience within a wealth management/financial services environment within the administrative teams.
• Enthusiastic and confident individual, comfortable liaising with internal stakeholders and external clients
• A strong numerical background
• A genuine interest within the financial services industry

Key responsibilities of the role include;

• Preparing meeting and presentation documents
• Ensuring all client verification is up to date and maintained
• Onboarding and suitability processes
• Liaising with clients and intermediaries to take instructions on the portfolio in respect of third party payments and the receipt of funds.
• Diary management for the Senior Investment Directors

Due to the nature of the role, the successful candidate will be office based Monday-Thursday.

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