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Age Partnership Limited
Leeds
Job role: Wealth Management Client Support Reports to: Client Support Team Manager Location Leeds Package £22,500 -£25,000 depending on experience plus benefits package (up to £28k OTE) Hours of work 37.5 hours per week (Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant
Job Source: Age Partnership LimitedAge Partnership Limited
Leeds
Job role: Wealth Management Specialist Support Reports to: Client Support Team Manager Location Leeds Package £22,500 - £25,000 (up to £28kOTE) depending on experience plus benefits package Hours of work 37.5 hours per week. Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applic
Job Source: Age Partnership LimitedRecruit Wealth
Leeds
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created
Job Source: Recruit WealthRecruit Wealth Ltd
Leeds
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly creat
Job Source: Recruit Wealth LtdCB3 Associates Ltd
Leeds
The Company: A highly regarded IFA business with a presence across the breadth of Northern England looking to add a Financial Planning Assistant/Trainee Paraplanner to their Central Leeds office. A truly independent, private wealth focused financial advice firm offering an opportunity to develop into paraplanning work: Office Location: Central L
Job Source: CB3 Associates LtdNJR Recruitment
Leeds
Financial Planning Administrator Leeds £22,000 - £25,000 NJR Recruitment are delighted to be once again recruiting for a well established company based on the outskirts of Leeds who are looking for an administrator to join their expanding wealth management support team. Working within a friendly team, you will be providing day to day admin support
Job Source: NJR RecruitmentNJR Recruitment
Leeds
Junior IFA Administrator Leeds Salary: up to £23,000 NJR are currently working with a leading Independent Wealth Management Advisory firm based in North Leeds who are looking for a Junior IFA Administrator to join their ambitious, expanding and technically astute team. The main purpose of your role will be to provide admin support services to an ex
Job Source: NJR RecruitmentCB3 Associates Ltd
Huddersfield
The Company: Bespoke financial planning firm based in the Shepley area of South Huddersfield looking to recruit an experienced IFA Administrator/Client Services Assistant into their back-office team to support a team of high-performing, private wealth focused financial advisers. Office Location: Shepley, South side of Huddersfield Hybrid Working:
Job Source: CB3 Associates LtdLeeds
Recruit UK is working with a Wealth Management firm in Leeds who is seeking a Client Administrator. This firm hold an excellent position in the market and this role will involve supporting two financial planners, this role will handle end to end administration supporting the client journey in the life cycle of Financial Advice. There is ample opportunity to carve out a career within Financial Planning - including qualification support towards becoming Diploma qualified (CII).
The role:
Be main point of contact for clients and maintain positive relationships with them.
Update back-office systems and client records.
Keep the client and Advisers up to date to provide excellent client outcomes.
Request policy information from 3rd parties.
Liaise across operational teams when needed.
Prepare meeting packs and valuations for the client meetings.
Benefits:
Salary from £25 - 32,000.
Fantastic company culture, be part of a team working within an award-winning practice.
Extensive benefits include pension, great holiday, group income protection and life assurance, PMI plus additional voluntary benefits.
Comprehensive training.
Funding and support for your qualifications.
Hybrid working (after probation).
Skills and experience required:
At least 1 years’ experience providing administrative support to Financial Advisers.
Financial Services knowledge and awareness.
Proficient with IT software such as Microsoft.
Strong work ethic and communication skills.
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Wealth Management firm in Leeds on a Client Administrator role.
Please note due to the volume of applications we receive, if you do not hear from us within 7 days you have been unsuccessful.
Job Title: Client Administrator
Location: Leeds (hybrid working)
Salary: £25 - £32k
Client Admin (Wealth Management) jobs in Leeds
ⓘ There was an unexpected error processing your request.
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