Client Administrator

**Do you have experience in Account Management?** **Are you looking to work for a company who offer excellent benefits and a great social environment?** **Do you have strong administration/client co-ordination skills?** **If so, this could be the role for you!** Jo Holdsworth Recruitment are currently working with a highly successful company based in the...

DUTIES: - Comprehensive administration support - Setting up accounts on the system - Updating data - Delivering information to clients - On boarding new clients - Preparing detailed reports This company are really great - they have so much fun while also working really hard. They very much have a team culture. The role is fully office based 5 days a week....

**Job Profile** **Client Administrator** **Business Unit Financial Services Department Client Administration** **Reporting Line Team leader Location Various** **Role Overview** **Job purpose** **To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and...

DUTIES: Comprehensive administration support Setting up accounts on the system Updating data Delivering information to clients On boarding new clients Preparing detailed reportsThis company are really great - they have so much fun while also working really hard. They very much have a team culture. The role is fully office based 5 days a week. There are great...

**Client Services Administrator - Salary: £22,000 - £24,700 DoE - Free Onsite Parking + Superb Benefits** We are recruiting for an exclusive opportunity as a Client Services Administrator to join a market-leading, prestigious corporate leasing organisation. Our client is based in superb modern offices near Leeds, offering free onsite parking and a hybrid...

Job DescriptionWhat will you be doing?To provide full administrative support to x2 Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.Some of your responsibilities will be to:To work closely with the aligned x2 Financial Planners to deliver excellent...

Job DescriptionWhat will you be doing?To provide full administrative support to x2 Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.Some of your responsibilities will be to:To work closely with the aligned x2 Financial Planners to deliver excellent...

**Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

**Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

**BENEFITS**: - 25 days annual leave plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days) - 4pm Finish on a Friday - Free Employee Assistance Programme through Health Assured including 24 hour access to free mental health and wellbeing support/tools - Annual performance related Company bonus and salary...

Evelyn Partners is the UK’s leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. We provide an...

Evelyn Partners is the UK's leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. We provide an...

**Client Services Administrator** **£20,000 - £22,000, Monday - Friday, fully office based in Leeds City Centre.** What the Client Services Administrator role involves: - Updating and managing all client accounts on the internal CRM system. - Writing client portfolios on all newly onboarded clients, to then distribute to the wider team. - Communicating...

Company Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

Company Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

Client Support AdministratorLocation: Leeds/Skipton (travel may be necessary)Full-time | Permanent | Up to £28k | Excellent Prospects | Plus moreAn amazing opportunity is now open for an innovative and fast-paced Wealth Management company. They seek a Client Support Administrator to join their dynamic team and assist the advisors. Previous experience in an...

**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...

**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...

**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...

**Location** **Salary** **Posted on** **Reference** **Leeds £25000 - £30000 20/11/2023 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...