Private Client Administrator
2 weeks ago
My client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice.
We are urgently seeking someone to join the Private Client Support team in Skipton and / or Leeds offices, where your focus will be to provide day-to-day support to the Corporate Advisers of the business. Specifically you'll be responsible for day-today administrative support, including regulatory requirements, client servicing, systems administration and diary management.
You will take accountability for specific cases, tasks and deadlines in relation to preparing client accounts and meeting packs. To submit & process any new business in line with company procedures and service level agreements to meet and exceed the targets set by the practice.
Specifically you'll be focused in a few areas:
- Day-to-day support to the practice management
- Processing new business
- Constructing compliant Suitability Letters
- General Administration
We are ideally seeking someone who has worked within an IFA firm previously and has good knowledge surrounding Pensions & Investments, it would be to your advantage if you've had experience in dealing with the Corporate side of Advice including Group Life, Group Risk etc. It would also be to your advantage if you have any additional qualification, such as studying towards a Diploma in Financial Advice, or GR1. A great salary and benefits are offered with this role.
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Private Client Administrator
1 month ago
Leeds, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Leeds £25000 - £30000 07/11/2023 NJR14335 DESCRIPTION Senior Financial Planning Administrator Leeds NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced financial services administrator join their growing team...
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Private Client Administrator
1 month ago
Leeds, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** *** Leeds £25000 - £30000 26/02/2024 NJR14335 DESCRIPTION Senior Financial Planning Administrator Leeds NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced financial services administrator join their growing...
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Private Client Administrator
1 month ago
Leeds, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** *** Leeds £25000 - £30000 02/02/2024 NJR14335 DESCRIPTION Senior Financial Planning Administrator Leeds NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced financial services administrator join their growing...
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Private Client Administrator
1 month ago
Leeds, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Leeds £25000 - £30000 13/11/2023 NJR14335 DESCRIPTION Senior Financial Planning Administrator Leeds NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced financial services administrator join their growing team...
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Private Client Administrator
1 month ago
Leeds, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** *** Leeds £25000 - £30000 28/02/2024 NJR14335 DESCRIPTION Senior Financial Planning Administrator Leeds NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced financial services administrator join their growing...
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Private Client Administrator
4 weeks ago
Leeds, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Leeds £25000 - £30000 17/11/2023 NJR14335 DESCRIPTION Senior Financial Planning Administrator Leeds NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced financial services administrator join their growing team...
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Private Client Administrator
4 weeks ago
Leeds, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** *** Leeds £25000 - £30000 08/03/2024 NJR14335 DESCRIPTION Senior Financial Planning Administrator Leeds NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced financial services administrator join their growing...
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Private Client Administrator
4 weeks ago
Leeds, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** *** Leeds £25000 - £30000 06/03/2024 NJR14335 DESCRIPTION Senior Financial Planning Administrator Leeds NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced financial services administrator join their growing...
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Client Services Administrator
4 weeks ago
Leeds, United Kingdom The Private Office Full time**Are you looking for a rewarding career in financial services with an expanding, forward thinking company?** **Do you have a friendly and approachable manner and take pride in providing a professional, high quality and personal service to clients?** **The Role** Your role will be to assist our Financial Advisers by providing full administrative support...
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Private Client Administrator
2 weeks ago
Leeds, United Kingdom Lime Search & Select Ltd Full timeMy client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice. We are urgently seeking someone to join the Private Client Support team in Skipton and / or Leeds offices, where your focus will be to provide day-to-day support to the Corporate...
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Private Client
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Private Client Solicitor
2 months ago
Leeds, United Kingdom G2 Legal Limited Full timeI am currently recruiting an experienced Private Client Solicitor with circa 3 years’ PQE, either as a Solicitor or Legal Executive on behalf of my leading L200 client. STEP Diploma qualification is highly desirable but not essential. You will be joining a busy Private Client team, providing services to a broad range of clients that include: Will...
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Private Client Solicitor
2 months ago
Leeds, Leeds, United Kingdom G2 Legal Limited Full timeI am currently recruiting an experienced Private Client Solicitor with circa 3 years' PQE, either as a Solicitor or Legal Executive on behalf of my leading L200 client. STEP Diploma qualification is highly desirable but not essential. You will be joining a busy Private Client team, providing services to a broad range of clients that include:Will drafting and...
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Private Client Solicitor
2 months ago
Leeds, United Kingdom G2 Legal Limited Full time**Private Client Solicitor Leeds** One of the largest and most successful private client teams outside of London, specialising in the administration of complex, high value and prestigious estates is looking to strengthen it's team with the hire of an experienced Private Client Solicitor. The successful Private Client Solicitor will deal with all aspects of...
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Private Client Solicitor
2 months ago
Leeds, United Kingdom G2 Legal Limited Full timeI am currently recruiting an experienced Private Client Solicitor with circa 3 years’ PQE, either as a Solicitor or Legal Executive on behalf of my leading L200 client. STEP Diploma qualification is highly desirable but not essential. You will be joining a busy Private Client team, providing services to a broad range of clients that include: Will...
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Private Client Solicitor
1 month ago
Leeds, Leeds, United Kingdom SaccoMann Full timeAre you a Private Client Solicitor looking to take the next step in your career? Are you looking for a change, a new challenge? Do you want to work in a collaborative environment. Handling high quality matters? If this sounds like you, this role at a top-100 rated law firm based in the heart of Leeds could be the one for you Our client is a major player in...
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Private Client Solicitor
6 days ago
Leeds, United Kingdom The Talent Crowd Full timeWills & Probate Solicitor,nWest YorkshireA long standing and highly ranked multi service firm in West Yorkshire is currently looking to add a Wills & Probate Solicitor to their successful team. The role has arisen due to expansion and will be offered on a full time permanent basis with hybrid working.Joining an established and well regarded team, the quality...
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Leeds, United Kingdom The Private Office LLP Full timeAre you looking for a rewarding career in financial services with an expanding, forward thinking company? Do you have a friendly and approachable manner and take pride in providing a professional, high quality and personal service to clients? The Role Your role will be to assist our Financial Advisers by providing full administrative support and...
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Private Client Secretary
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Leeds, United Kingdom Clark Legal Full time**Salary**: up to £27,000 **Hours**: full time (37.5h), hybrid (3 days a week in the office) **Location**:Leeds City Centre A super law firm in Leeds City Centre requires a Legal Secretary. Working within their Private Client department, you will support a team of Fee Earners. This is a varied and rewarding Legal Secretarial role within a super friendly...
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Private Client Solicitor
2 weeks ago
Leeds, United Kingdom G2 Legal Limited Full timeA fantastic opportunity for a Private Client Solicitor or Legal Executive has become available to a leading regional firm to join its Guiseley branch. This firm boasts one of the largest teams in the region and has an outstanding reputation in the market. The firm promotes a flexible working environment with a solid work-life balance. An attractive basic...