Investment Management Administrator

IDEX Consulting; Leeds; On-site; GBP 60,000 - 80,000; Full time

Job summary

A wealth management firm in Leeds is seeking an Investment Management Administrator to support the team with client verification, diary management, and documentation. The ideal candidate should have experience in financial services, strong numerical skills, and the ability to communicate confidently with clients. This role offers a genuine pathway for progression in a supportive environment and is office-based Monday to Thursday.

Benefits

Genuine pathway for progression

Exposure to high-net-worth clients

Autonomy with an open-minded leadership team

Qualifications

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

Responsibilities

• Preparing meeting and presentation documents.
• Ensuring all client verification is updated and maintained.
• Liaising with clients and intermediaries for instructions.
• Managing diaries for the Senior Investment Directors.

Skills

Experience within wealth management

Strong numerical background

Confidence in client communication

Enthusiasm for financial services

Job description

Overview

IDEX are representing a Wealth Management firm who are demonstrating strong growth via headcount and AUM and now require an additional Investment Management Administrator to join their Leeds based offices. As a newly created role, you will be responsible for assisting the Investment Management team in various aspects.

What’s in it for you?

• A genuine pathway for progression
• 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

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

• Preparing meeting and presentation documents
• Ensuring all client verification is up to date and maintained
• On-boarding 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.

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.

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