Full or Part-time Financial Services Administrator

2 weeks ago


Leeds, United Kingdom IDEX Consulting Full time

IDEX are representing a Wealth Management firm who are demonstrating strong growth via headcount and AUM and require a Financial Services Administrator to join their Leeds based offices.
This is a newly created role and will be responsible for assisting the Investment Management team in various aspects.
Opportunity to progress in a variety of directions including senior office support or into a front office Investment Management of Financial Planning capacity, with study support provided.
Exposure to high-net-worth private clients including entrepreneurs, business owners and charities.
Become an integral part of the office and be a key decision maker within your role, receiving autonomy whilst working with an open-minded leadership team.
As part of a small and close-knit office, the team has a strong work-ethic with a collaborative mindset which is also demonstrated by their engagement in regular sociable activities outside of work.
Experience within a wealth management/financial services environment within the administrative teams.
A genuine interest within the financial services industry
Diary management for the Senior Investment Directors
Due to the nature of the role, the successful candidate will be office based Monday-Thursday.
Visit the IDEX Consulting Ltd website for further opportunities. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We are committed to driving conscious inclusion across our business and creating equitable pathways.
#



  • Leeds, United Kingdom CB3 Associates Ltd Full time

    A Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team. No - 100% office-based Package: £25-28k base + annual bonus and full company benefits: • days holiday + stats, 5% pension, 2xDIS Private & Medical Insurance; plus a £35pm wellbeing...


  • Leeds, United Kingdom CB3 Associates Ltd Full time

    A Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team. No – 100% office-based Package: £25-28k base + annual bonus and full company benefits: days holiday + stats, 5% pension, 2xDIS Private & Medical Insurance; plus a £35pm wellbeing...


  • Leeds, United Kingdom CB3 Associates Ltd Full time

    A Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team. No – 100% office-based Package: £25-28k base + annual bonus and full company benefits: days holiday + stats, 5% pension, 2xDIS Private & Medical Insurance; plus a £35pm wellbeing...


  • Leeds, United Kingdom Lazenbys Financial Services Full time

    **Role Description** This is a full-time on-site role for an Independent Financial Adviser (IFA) to be based in Leeds, West Yorkshire. The Financial Adviser will be responsible for providing financial planning services to clients, including retirement planning, investment funds advice, Personal and Business Protection advice and inheritance tax...


  • Leeds, United Kingdom eRecruitSmart Full time

    We have an excellent opportunity for an Administrator to join one of the largest and oldest Friendly Societies in the UK at their esteemed district branch in Leeds. This is a Part-time role working an equalised average of 25 hours per week. Flexible workinghours are available, which will include some occasional weekend and evening work. **About the...


  • Leeds, United Kingdom Pratap Partnership Full time

    Due to an impending retirement, a rare and exciting opportunity has arisen to manage the finances of Sound Leisure. Established in 1978, Sound Leisure remains a diverse family business that is renowned for manufacturing a range of exclusive classic Jukeboxes that are installed into private and commercial properties worldwide. In addition to manufacturing,...


  • Leeds, United Kingdom Vertu Motors Full time

    **About us** We have a fantastic opportunity for a Part Time Service Administrator to come and join us at our Vertu Volkswagen Huddersfield dealership! This is a 12 month fixed term contract to cover maternity leave, We are offering a £18,000 basic salary pro rata depending upon experience plus great company benefits! **About the Role** The general duties...


  • Leeds, United Kingdom Jo Holdsworth Recruitment Full time

    JHR have partnered with a wealth management firm who are looking for a financial administrator to join the team based in Leeds. Within this role you will be responsible for providing administrative support to the team and working closely alongside the directorsand head of operations. **Responsibilities**: - On boarding new clients to the business, ensuring...


  • Leeds, United Kingdom Sewell Wallis Full time

    A new exclusive role has come up for a great client of ours based in LS10. They are looking to expand their team and are recruiting for a Customer Service Assistant to join them. In this position you will be responsible for managing the office phone line, dealing with any initial customer enquiries as well as exiting customer calls. You will build and retain...


  • Leeds, United Kingdom GT Stewart Solicitors & Advocates Full time

    Crime Billing Administrator – Dartford/Leeds/Dulwich office Join a renowned multiservice law firm dedicated to upholding justice and excellence in legal services. As a Legal 500 and Chambers UK-recommended firm, we pride ourselves on our commitment to access to justice. We are expanding our team and seeking a skilled and detail-oriented Crime Billing...


  • Leeds, United Kingdom Personnel Today awards Full time

    Payroll Administrator - Part time hours available Payroll Administrator -Part or Full time 12 Month Contract Leeds or Manchester location with hybrid flexible working You will be joining a friendly Payroll team working to enusre that all employees in certain areas of the business are paid correctly and on time whilst making sure that customer service...


  • Leeds, United Kingdom Jo Holdsworth Recruitment Full time

    If you want part time work and come from a finance background this temporary role may be of interest. It's a finance (accounts) admin position supporting the Finance Manager, 2.5 days per week for around 6 weeks. Mainly home based and occasionally working on site near to Leeds University. **Job Profile**: Supporting a charity with finance administration...


  • Leeds, United Kingdom Jetglow Aircraft Refurbishments Full time

    **Jetglow - Part time administration assistant** Salary £15,000 p.a. 19 hours per week Minimum of 2+ years’ administration experience required preferably in a manufacturing environment. Based in our manufacturing workshop, Unit 10B, Netherfield Road, Guiseley. **Introduction to Jetglow** Jetglow is an aviation business specialising in the renovation...

  • Finance Officer

    3 weeks ago


    Leeds, United Kingdom Pratap Partnership Ltd Full time

    Due to an impending retirement, a rare and exciting opportunity has arisen to manage the finances of Sound Leisure. Established in 1978, Sound Leisure remains a diverse family business that is renowned for manufacturing a range of exclusive classic Jukeboxes that are installed into private and commercial properties worldwide. In addition to...


  • Leeds, United Kingdom Provide Medical Full time

    Duration : ASAP – 29th December. Monday to Friday, 8.Full-time or part-time considered. Contract   Type : Locum contract. Provide Medical are currently recruiting a wide range of Locum and Permanent Doctors for a variety of positions across the above region. In addition to a personally tailored service, allowing us to find the best jobs in the best...


  • Leeds, United Kingdom Sewell Wallis Full time

    **Job description**: One of my lovely clients based in North Leeds is looking for an HR Administrator to join their business on an initial temp basis. You'll be required to offer administrative support to the HR team and communicate with employees and management across the business. This is a part time position. Our client is flexible on the working days,...


  • Leeds, United Kingdom Page Personnel Sales Full time

    They are a medium-sized entity that is committed to making a significant impact in the community. They deliver a range of services and programmes designed to support and uplift local residents. Oversee financial transactions and maintain the general ledger Reconcile bank statements and conduct monthly financial reporting Ensure compliance with...

  • FINANCIAL CONTROLLER

    3 weeks ago


    Leeds, United Kingdom Pratap Partnership Full time

    Due to an impending retirement, a rare and exciting opportunity has arisen to manage the finances of Sound Leisure. Established in 1978, Sound Leisure remains a diverse family business that is renowned for manufacturing a range of exclusive classic Jukeboxes that are installed into private and commercial properties worldwide. In addition to manufacturing,...


  • Leeds, United Kingdom UtterBerry Full time

    Processing payments, invoices, income and receipts and entering data into accounting software or databases then filing hard copies - Preparing financial statements showing business income and expenditure - Paying vendor invoices and tracking bank account balances - Completing VAT returns - Verifying the accuracy of business accounts and alerting the...


  • Leeds, United Kingdom Leeds Teaching Hospitals NHS Trust Full time

    Required to fill this full time replacement post within the Ophthalmology Department based mainly at St Jamess University Hospital. Paediatric surgery takes place at The General Infirmary in Leeds and there is a day case facility at Wharfedale Hospital. The successful candidate will be joining 3 consultants in this specialty with a strong background for...