Wealth Management Specialist Support

**Job role**: Wealth Management Specialist Support **Reports to**: Client Support Team Manager **Location**: Leeds **Package**: £19,000 £22,000 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...

In this role, you will be employed by a superb business who value employee wellbeing and offer a competitive benefits package, including a generous graduate salary, hybrid working and fantastic career development opportunities. You will work within newlyrefurbished, modern offices with state-of-the-art technology and an on-site gym. **Key duties for the...

**Knowledge Management Specialist** Mercer is looking for a dynamic team mate to join our Global Knowledge Management (KM) team as a Knowledge Specialist (KS) for the Wealth business. Are you strong at organizing information, collaborating with a range of stakeholders, understanding internal customer needs, problem solving with an eye toward digital...

I have just viewed your LinkedIn profile and have seen you are open to work, and I have this great opportunity working as a Financial Systems & Client Support Coordinator. This role is a fantastic opportunity (working one day in office in Leeds City Centre and 4 days from home) to provide proactive support to financial advisers around systems and processes...

**The Company**: Highly reputable IFA business who sit at the forefront of UHNW private client advice looking to bring in an experienced, private wealth focused IFA Administrator to their expanding back-office support team. - **Office Location**: Central Leeds - **Hybrid/Home Working**: Yes - 3-days office, 2 days WFH **Package**:£25-28k base DOE + bonus...

**Wealth Management Administrator** **Leeds** **£25,000 - £28,000, with benefits including Employer pension contribution, death in service (4x), 24 days paid leave plus bank holidays, Discretionary bonus, Exam support and training** **Duties**: - On boarding new clients to the business, ensuring the new client file is fully compliant This will...

**Description**: Support with daily reporting across lead generation channels & third-party technologies with the objective of supporting the Senior Digital Acquisition Manager and wider team. - Office Based or Remote - with 4 to 8 days in the office per month based on location. - 37.5 hours per week Monday - Friday - standard working hours 09:00 - 17:30...

Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role. To provide first line support to our team of consultants, Financial Planners and customers. To provide professional and efficient administrative...

At TFAS Wealth, we pride ourselves on providing fully independent and straightforward financial advice, all conveniently delivered remotely across the UK. TFAS Wealth is committed to offering a holistic approach to our client’s financial well-being. We strive to make the financial planning journey as clear, empowering, and convenient as possible. The Head...

R1032748 More than you expected Grant Thornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 58,000 people in over 135 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience....

Role: B2B Customer Service Specialist Leeds (Office Based) Full Time: 40 hrs per week We are looking for a B2B Customer Service Specialist to join our innovative Operations Team in Leeds We have been a leading Debt Management business for over two decades. 250 people from North and West Yorkshire who provide excellent customer service to all our...

My client a manufacturing company based in South Leeds are seeking a Customer Support Specialist to expand the Customer Support Team. Duties of Customer Support Specialist: - Promote and drive a high class customer service experience to both internal and external customers - Process sales orders in a timely and accurate manner - Identify and action...

This role is a fantastic opportunity (working one day in office in Leeds City Centre and 4 days from home) to provide proactive support to financial advisers around systems and processes on their new digital wealth platform that is being launched in February2023. This is an exciting time of growth to join one of the leading Wealth Management firms in the...

Every minute of every day, in nearly every country across the globe, Smiths Detection people and technology make the world a safer place. We safeguard people, business and infrastructure with the latest innovations and screening technology for aviation, ports, borders, defense, and security across 55 countries around the globe. We have an amazing opportunity...

Specialist Learning Support Assistant - Visual Impairment Specialist (Ref: LCC3758)

First Class Support provides academic support to students in receipt of disabled student allowance (DSA). We pride ourselves on only employing first class support specialists that are passionate about making a difference to the lives of people studying higher education courses across the UK. We are currently looking for study skills tutors to help support...

About Us   Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities...

Flexible / Hybrid employer - Interim Internal Auditor required for 6 month contract Leeds Are you an experienced internal auditor with a wealth of experience in delivering audits across an organisation? Do you want to work for a developing organisation at a pivotal period in their growth? if you are available for work within the next couple of months and are...

**Be a part of something bigger...** ***: **_Our Story_**: At Radar Healthcare, we’re dedicated to improving patient safety by bringing together the expertise of healthcare professionals and the power of intuitive software. Our innovative platform has been developed in partnership with industry experts to ensure organisations always meet regulatory...

Collections SpecialistInterestedin joining a supportive,inclusive,and diverse team in an international legal business?OurRecoveriesteam at DWFare currently hiring a Collections Specialist.DWF is a global legal businessprovidingComplex, Managed and Connected Services. We empower people to be themselves within an inclusive and supportive environment, enabling...