- 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.
- 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).
- 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.
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Administrator, Client Admin Team
4 days ago
Link Group Leeds, United Kingdom**Overview · To provide service excellence to those Clients who have outsourced responsibility for administration of their employee Share Incentive Plans to Link Asset Services - share plans. · **Key Accountabilities and Main Responsibilities · The Administrator is accountable to ...
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Client Admin
4 days ago
Recruit UK | Certified B Corp™ Leeds, United KingdomJob Description · 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 s ...
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Client Admin
1 week ago
Recruit UK | Certified B Corp™ Leeds, United KingdomRecruit 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 clie ...
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Admin Assistant/facilities Admin
1 week ago
Catch 22 PLC Leeds, United Kingdom**Job title**: · **Admin Assistant/Facilities Admin** · **Job type**: · - Temporary**Emp type**: · - Full-time**Industry**: · Recruitment · **Pay interval**: · - Hourly**Pay rate**: · - GBP £9.50**Location**: · - Leeds**Job published**: · - 16/03/2023**Job ID**: · - 46263We are l ...
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Admin Assistant/facilities Admin
1 week ago
Catch 22 Leeds, United KingdomWe are looking for **Admin Assistants** at all levels across Leeds to work with a range of clients including **healthcare **organisations, **schools **and **facilities services providers **to complete general **office administration tasks** each role can include any of the follow ...
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Admin Assistant
1 week ago
Oliver James Associates Leeds, United KingdomAdmin Assistant · FTC - 6 month initial · Leeds based - must be willing and able to travel to the office 3 days a week · My Financial Service client are currently looking for Admin Assistants to join a busy period within their Sales function. This is a great opportunity for someo ...
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Admin Assistant
3 days ago
Oliver James Leeds, United KingdomAdmin Assistant · FTC - 6 month initial · Leeds based - must be willing and able to travel to the office 3 days a week · My Financial Service client are currently looking for Admin Assistants to join a busy period within their Sales function. This is a great opportunity for someo ...
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Admin Assistant
3 days ago
Page Personnel Secretarial & Business Support Leeds, United KingdomPage Personnel are currently recruiting a Admin Assistant on behalf of their established client based in Leeds. This an office based role, working within a fast paced environment. Typical duties will involve: updating the database with speed & accuracy,chasing compliance document ...
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the smartlist Leeds, United Kingdom**National World / Smart Hire are advertising on behalf of UK Health Security Agency.** · **Admin Supervisor (Dental X-ray Protection Services)** · **Job summary** · **As the Admin Supervisor your main responsibilities will include**: · - Overseeing and supervising work in the De ...
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Support Service Secretary
3 days ago
Leeds and York Partnership NHS Foundation Trust Leeds, United KingdomYou will work as part of a team to provide a comprehensive, efficient, and effective secretarial and administration support service to the multi-disciplinary teams, under the direction of a Support Service Team Coordinator and supported by an agreed work plan. The job holder will ...
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Support Service Team Co-ordinator
1 week ago
Leeds and York Partnership NHS Foundation Trust Leeds, United KingdomJOB PURPOSE You will work as part of a team to provide a comprehensive, efficient and effective secretarial and administration support service to the Multi-disciplinary teams under the direction of a Service Manager, and supported by an agreed work plan. The job holder will provi ...
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Sales Assistant
1 week ago
Inc Recruitment Direct Leeds, United KingdomFed up of Warehouse or Admin work? - Start as a Sales Assistant · Are you fed up of being in the warehouse and speaking to the same people everyday? Get out of the warehouse and start as a sales assistant with this great opportunity. · Feeling stuck in a dead-end warehouse or adm ...
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Merchandise Admin Assistant
5 days ago
Page Personnel Secretarial & Business Support Leeds, United KingdomHybrid Working - 3 Days Office / 2 Day Home · Progression Opportunities · 25 days holiday plus 8 bank holidays · Early Friday Finish · Free Parking · As a **Merchandise Admin Assistant · - Branded** you will play a vital role within our Merchandising Teams. You will provide essen ...
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Merchandise Admin Assistant
14 hours ago
Page Personnel Secretarial & Business Support Leeds, United KingdomHybrid Working - 3 Days Office / 2 Day Home · Progression Opportunities · 25 days holiday plus 8 bank holidays · Early Friday Finish · Free Parking · **Client Details** · A great opportunity for a **Merchandise Admin Assistant - Fashion**to join a leading fashion business in Leed ...
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Financial Admin Assistant
3 days ago
Modis UK Leeds, United KingdomFinancial Admin Assistance · **Location**: Leeds // own vehicle is required due to office location · **Work Style**: Hybrid // must be able to commit to working 3 days on-site · **Salary**: Up to £30,000 DOE · **Brief**: · We're recruiting for a Financial Admin Assistance to join ...
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Administrator
2 days ago
United Brands Ltd Leeds, United Kingdom**Job description** · You would be working for a market leading, family run business who are looking to expand their team due to a huge amount of growth. Working as part of a fast paced and close-knit team, who will be on hand to offer support and guide you through the role. · Yo ...
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Graduate Entry Merchandising Role
2 days ago
Page Personnel Leeds, United KingdomProgression Opportunities · - Hybrid working · **About Our Client**: · A great opportunity for a** Merchandise Admin Assistant **to join a leading fashion business in Leeds. The company are going from strength to strength and trade across a number of different channels, retail, e ...
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Merchandise Admin Assistant
14 hours ago
Page Personnel Secretarial & Business Support Leeds, United KingdomSalary £18k - £20k · Free Parking · Mix of Home & Office working · Progression Opportunities · 25 days holiday plus 8 bank holidays · Early Finish on a Friday · **Client Details** · A great opportunity for a**Merchandise Admin Assistant**to join a leading fashion business in Leed ...
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Administrative Assistant
1 week ago
Lawcost Legal Ltd Leeds, United KingdomPart time admin where someone has good IT skills and is a good communicator · Own transport is important, excellent telephone skills and positive attitude · Dealing with clients on the telephone and updating CRM database for Sales Director plus other admin duties · Hours 10 am un ...
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Administrator / Data Input
4 days ago
Pyramid8 Recruitment Leeds, United KingdomOur client is a friendly family run property management business focusing on managing residential properties for over three decades and today their portfolio includes everything from rural conversions and listed buildings to contemporary city centre developments. · They pride the ...
Client Admin - Leeds, United Kingdom - Recruit UK | Certified B Corp™
Description
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:
Benefits:
Skills and experience required:
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 professionals in Leeds
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Dominic Flood
Senior Manager - Employee Share Plans
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Alisha Owen-Evans
1st class BA English Graduate
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Alya Moktar
Paralegal at one of the top 5 law firms in London
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Eromosele Unuabona
Fitness Instructor | Customer Solutions Associate