The Client Services Administrator supports our Client Services team in day-to-day administration and customer telephone contact, and reports into the Client Services Director.
For the Client Services Team, the role supports across different areas as required including customer communication via email and telephone to ensure that all documentation, such as finance documents, proofs of identification, order and delivery updates, are managed in a timely and professional manner, maintaining our high customer experience ethos.
The role works closely with the sales team, gaining a commercial insight into an online business.
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 Company: A Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their office-based adviser support team.
Due to expansion our client is now looking to recruit a full time Administration Assistant to work full time Monday to Friday 9:00-17:00 Monday to Friday
Our client are a well established market leading Wealth Management company.
Talent UK are recruiting on behalf of our client based in Leeds.
You will be providing comprehensive administrative support to the Securitisation team.
We are working with a mid-sized law firm based in Leeds who are looking for a Team Administrator to join their Securitisation department on a permanent basis.
Your duties will include but are not limited to
Post-completion registrations and the Land Registry,.
The Company: A regionally sized financial advisory business based in Wakefield looking to add an experienced Financial Services Administrator to their adviser support team.
My client, a leading name within their field, require a highly organised and adaptive administrator to join their busy team.
You will be responsible for ensuring all customers and users of the service are fully engaged, events are organised, deadlines are met and meetings are attended.
The role is 4 days a week wfh and 1 day a week in the office.
You will provide comprehensive administrative support and act as a key point of contact for client queries regarding pensions, investments, and protection.
Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Huddersfield office.
This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team.