Address
Form of workIDEX 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.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
