Advice Support Administration
6 months ago
We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.
Investec Wealth & Investment (IW&I) seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.
Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.
**Advice Support Administrator**
**Location**:Leeds
**What does the team do?**
Central Administration Unit for Financial/Wealth Planning responsible for the processing of all business generated by client facing teams.
**What are the key responsibilities?**
- Processing of new business and client servicing documentation by liaising with both the client facing teams and product providers.
- Providing annual and ad hoc valuations for our clients including any regulatory requirements.
- Recording/matching all income received from product providers and clients for advice given.
- Maintaining the quality and accuracy of all data on X Plan.
**What skills and knowledge are we seeking?**
- Good Attention to detail.
- Excellent telephone manner, listens actively and questions to clarify own understanding.
- Written communication grammatically correct, with good spelling and punctuation.
- Prioritises and makes effective use of time with good organisation skills.
**Other attributes that would be helpful, but not essential for the role**
- Knowledge of Financial Planning Products and Processes.
- Ability to use Microsoft Office.
- Experience using Iress X Plan.
Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.
We want our people to feel empowered to be themselves in an environment that supports them, enabling them to perform in “out of the ordinary” ways. Our culture places belonging and inclusion at its centre and our work environment is integral to this. If you require any adjustments to support you through the recruitment process, as well as supportive and flexible working arrangements to help you succeed with us, please let our recruitment team know.
-
Facilities Administrator
5 months ago
Leeds, United Kingdom Citizens Advice Full time**Location: Leeds Office** Citizens Advice offers confidential advice online, over the phone, and in person, for free. Through our national network of charities, we give people the knowledge and the confidence they need to find their way forward whoever they are, and whatever their problem. Do you want to work for an organisation that makes a difference,...
-
Leading Witness Service Delivery Specialist
1 week ago
Leeds, Leeds, United Kingdom Citizens Advice Full timeDeputy Team Leader - Witness Service (Court Services)£35,000-£40,000 per annumCitizens Advice is a national charity that provides free, independent, and confidential advice to people who need help with a wide range of issues. As Deputy Team Leader for our Witness Service, you will play a vital role in delivering high-quality support to witnesses in the...
-
Deputy Team Leader
3 weeks ago
Leeds, Leeds, United Kingdom Citizens Advice Full timeAbout the RoleWe are a national charity that provides free, confidential advice to people from all walks of life. As a Deputy Team Leader in our Witness Service, you will be responsible for coordinating and developing volunteers to support witnesses through the criminal justice system.Key Responsibilities:Coordinate and develop volunteers to support...
-
Head of Advice
6 months ago
Leeds, United Kingdom TFAS Wealth Ltd Full timeAt 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...
-
Deputy Team Leader
3 weeks ago
Leeds, United Kingdom Citizens Advice Full timeDepartment: Witness Service - National Location: Witness Service North - West Yorkshire Location: Leeds Magistrates Court Citizens Advice offers confidential advice online, over the phone, and in person, for free. Through our national network of charities, we give people the knowledge and the confidence they need to find their way forward – whoever they...
-
Benevolent Support Specialist
1 week ago
Leeds, Leeds, United Kingdom Citizens Advice BANES Full timeJob SummaryWe are seeking an exceptional Benevolent Support Specialist to join our team at Citizens Advice BANES. As a key member, you will play a vital role in assisting clients with Universal Credit claims, providing top-notch advice through various channels and contributing to the team's success.About the RoleThis is an exciting opportunity for a...
-
Administrative Support Officer
2 weeks ago
Leeds, Leeds, United Kingdom Leeds City Council Full timeAt Leeds City Council, we are seeking an experienced Administrative Support Officer to join our team.Salary: £30,000 - £40,000 per annum, depending on experience.About the RoleThis is an exciting opportunity for a highly organised and efficient individual to provide administrative support to the CEO and all Directors as and when required.Main...
-
Administrator Assistant
2 weeks ago
Leeds, United Kingdom Law Support Ltd Full timeA leading UK law firm are currently looking to recruit an experienced Administrator to join the firms Insolvency department. You will be working within a busy enviroment, providing general administration support to the team on a full time basis.You will be required to have previous administration experience from either a legal or professional services...
-
Advice Coach
2 days ago
Leeds, United Kingdom Lifesearch Full timeRole Purpose To lead and inspire our people through the design and delivery of all new and existing Business Protection training programmes, to drive knowledge & skills ensuring our advice quality is industry leading so we can protect families and their businesses in the best possible way. To support our Insurer Relationship Team through learning,...
-
Advice Coach
3 days ago
Leeds, United Kingdom Lifesearch Full timeRole Purpose To lead and inspire our people through the design and delivery of all new and existing Business Protection training programmes, to drive knowledge & skills ensuring our advice quality is industry leading so we can protect families and their businesses in the best possible way.To support our Insurer Relationship Team through learning, developing...
-
Football Administration Assistant
1 month ago
Leeds, Leeds, United Kingdom CFLI Careers Support Full timeJob SummaryCFLI Careers Support is seeking a highly organized and detail-oriented individual to join our Football Administration team as a Junior Football Administrator. This role will provide administrative support to the Football Administration department, ensuring the smooth operation of daily tasks and projects.Key ResponsibilitiesAssist with company...
-
HR Administrator
8 months ago
Leeds, United Kingdom Leeds and York Partnership NHS Foundation Trust Full timeThe role presents a rewarding opportunity for those aspiring to take their first step in their career in HR in a supportive environment. The role holder will work as part of a team to provide an efficient and effective administration service to the HR department under the direction of the HR Officer and in line with the agreed work plan. Key duties will...
-
Energy Advice Specialist
1 week ago
Leeds, Leeds, United Kingdom Leeds City Council Full timeCitizens Advice Leeds is a local charity dedicated to creating a fairer society where people are free from the effects of poverty and injustice.We help over 30,000 people a year to resolve financial, housing, employment, and other legal issues.The Energy Project Advice Worker role is a crucial part of our team, focusing on alleviating fuel poverty and...
-
Advice Coach
3 weeks ago
Leeds, United Kingdom CV-Library Full timeRole Purpose To lead and inspire our people through the design and delivery of all new and existing Business Protection training programmes, to drive knowledge & skills ensuring our advice quality is industry leading so we can protect families and their businesses in the best possible way. To support our Insurer Relationship Team through learning, developing...
-
Advice Coach
4 weeks ago
Leeds, United Kingdom CV-Library Full timeRole Purpose To lead and inspire our people through the design and delivery of all new and existing Business Protection training programmes, to drive knowledge & skills ensuring our advice quality is industry leading so we can protect families and their businesses in the best possible way. To support our Insurer Relationship Team through learning,...
-
Advice Coach
4 weeks ago
Leeds, United Kingdom Lifesearch Full timeRole Purpose To lead and inspire our people through the design and delivery of all new and existing Business Protection training programmes, to drive knowledge & skills ensuring our advice quality is industry leading so we can protect families and their businesses in the best possible way. To support our Insurer Relationship Team through learning,...
-
Business Support Administrator
5 months ago
Leeds, United Kingdom Jo Holdsworth Recruitment Full timeWe have an exciting opportunity for a Business Support Administrator to join our clients’ Business Services Finance function. This role involves delivering great customer service to the Trading team, using established, clear processes and ways of working, involving a high level of analytical support and attention to detail. **Your Role**: You will be part...
-
Administrator
5 months ago
Leeds, United Kingdom Investec Full time**Advice Support Administrator (10275)** We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. Investec Wealth & Investment (IW&I) seeks to...
-
HR Administrator
6 months ago
Leeds, United Kingdom Page Personnel Full timePermanent position with a not for profit organisation - Fantastic benefits on offer **About Our Client**: Our client prides itself on being one of the largest higher education institutes within the UK, responsible for a large body of students. Our client is very well established and is easily accessible, based in the heart of Leeds with excellent links to...
-
Client Support Administrator
7 months ago
Leeds, United Kingdom 1825 Full timeJob Description - abrdn plc is one of the world’s largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the lives of our clients and customers, our employees, society and our shareholders. - Our strategy is...