Investment Platform Client Care Specialist
5 days ago
Company Overview
">Interactive Investor is a 30-year-old investment platform that offers a unique combination of a low, flat monthly fee and access to a wide range of investments.
We are seeking an experienced professional to join our team as a Private Client Assistant, working closely with specialist advisers to deliver tax, trust, and succession planning advice and services.
The ideal candidate will have experience in drafting Wills and Powers of Attorney, a strong understanding of client needs, and the ability to achieve performance targets.
Key skills required include quick and accurate work, excellent attention to detail, building relationships with the Private Client Advisers, and effectively managing time and workload.
Job Description
">The Private Client Assistant role involves providing high-quality documentation within required timescales to ensure consistently good client outcomes and high levels of customer satisfaction.
The successful candidate will be responsible for maintaining technical knowledge, achieving performance targets, and delivering excellent client service.
Skills and Experience
">- ">
- Quick and accurate with excellent attention to detail.">
- Ability to build relationships with the Private Client Advisers and integrate into the team.">
- Organised self-starter who can effectively manage time and workload.">
- Friendly, enthusiastic, committed, and able to connect to colleagues and clients.">
- Good numeracy, literacy, and IT skills with excellent verbal and written English.">
Benefits
">This role offers a competitive salary and a collaborative work environment. We value our employees' skills and expertise and offer opportunities for growth and development.
Salary: £45,000 - £65,000 per annum based on experience.
-
Investment Analysis Specialist
5 days ago
Leeds, Leeds, United Kingdom UKCIL Ltd Full timeWe are seeking a highly skilled and motivated individual to fill the role of Investment Analysis Specialist at UKCIL Ltd. In this position, you will be responsible for conducting research and analysis to inform investment decisions.**Responsibilities:**Analyze financial data and market trends to identify potential investment opportunities.Develop and...
-
Female Care Specialist
1 week ago
Leeds, Leeds, United Kingdom Complete Care Agency Full timeWe are seeking a skilled and compassionate Female Care Specialist to join our team at Complete Care Agency. As a key member of our care team, you will be responsible for providing high-quality support to our clients in their daily lives.About the RoleThis part-time position requires a commitment of approximately 25 hours per week. The ideal candidate will...
-
Asset Investment Specialist
1 week ago
Leeds, Leeds, United Kingdom Border to Coast Full timeBorder to Coast Pensions Partnership is seeking a skilled Asset Investment Specialist to join our award-winning team. As a key member of our Responsible Investment team, you will play a crucial role in supporting the implementation of our Responsible Investment strategy and objectives.About the RoleYou will assist in the delivery of our Responsible...
-
Residential Care Specialist
3 weeks ago
Leeds, Leeds, United Kingdom Westward Care Full timeJob Title: Residential Care SpecialistAt Westward Care, we are seeking a highly motivated and compassionate Residential Care Specialist to join our team. As a key member of our care team, you will be responsible for providing exceptional care and support to our residents.Main Responsibilities:To provide high-quality care and support to residents, promoting...
-
Platform Configuration Specialist
2 weeks ago
Leeds, Leeds, United Kingdom Interface Recruitment UK Full timeThe estimated salary for this position is £65,000 - £80,000 per annum.Job DescriptionWe are seeking a highly skilled Platform Configuration Specialist to join our team at Interface Recruitment UK. As a key member of our consultancy and SaaS product development teams, you will be responsible for providing platform configuration and maintenance support...
-
Community Care Specialist
1 month ago
Leeds, Leeds, United Kingdom Complete Care Agency Full timeAbout the Role:We are seeking a skilled and compassionate Registered Nurse to join our team in a part-time community nursing position. As a Community Care Specialist, you will be responsible for providing high-quality, person-centered care to clients in their homes, with a focus on complex needs, end-of-life care, and more.Key Responsibilities:Act as a Named...
-
Care & Support Specialist
2 weeks ago
Leeds, Leeds, United Kingdom Cygnet Health Care Full timeCare & Support Specialist OpportunityWe are seeking a dedicated Care & Support Specialist to join our team at Cygnet Health Care.About the RoleThis full-time position, working 42 hours per week with 12 hour shifts including every other weekend, offers a unique opportunity to make a positive difference in the lives of individuals with learning disabilities...
-
Microsoft Power Platform Specialist
4 days ago
Leeds, Leeds, United Kingdom Computer Futures SThree Group Full timeWe are seeking a highly skilled Microsoft Power Platform Specialist to join our client's team on a hybrid basis.About the ProjectThe successful candidate will work on a 3-month project to develop and implement automated workflows using Microsoft Power Automate.The project will focus on data extraction and distribution, workflow development, deployment, and...
-
Clinical Care Specialist
2 days ago
Leeds, Leeds, United Kingdom Alderbrook Care Home Full timeClinical Care Specialist">Alderbrook Care Home in Leeds is seeking a compassionate and dedicated Registered Nurse to join our exceptional team.As a Clinical Care Specialist, you will be at the heart of delivering clinical excellence and holistic care to our residents, ensuring their dignity and respect are upheld.Your key responsibilities will...
-
Asset Investment Governance Specialist
7 days ago
Leeds, Leeds, United Kingdom Border to Coast Pensions Partnership Full timeAbout the JobWe are seeking an experienced Asset Investment Governance Specialist to join our team. The successful candidate will be responsible for developing our policies on climate change, stewardship, and Responsible Investment.You will also contribute to our approach to shareholder voting to ensure voting is aligned with our policies and our engagement...
-
Mental Health Care Specialist
3 weeks ago
Leeds, Leeds, United Kingdom Willing Care Full timeAbout the RoleWe are seeking a Mental Health Care Specialist to join our nursing team at Willing Care. As a specialist in low-secure and rehabilitation services, you will be part of a supportive environment designed to facilitate recovery and personal growth for patients with complex mental health conditions.Key ResponsibilitiesDeliver high-quality care to...
-
Investment Risk Governance Specialist
4 days ago
Leeds, Leeds, United Kingdom Border to Coast Pensions Partnership Full timeAbout UsBorder to Coast Pensions Partnership Ltd is the largest Local Government Pension Scheme pool in the UK, owned by 11 Partner Funds representing 3,100 employers and over 1 million members. Our focus is on providing innovative investments that deliver sustainable returns over the long term while maintaining high standards of integrity and...
-
Investment Portfolio Specialist
1 week ago
Leeds, Leeds, United Kingdom oilandgas Full timeJob Title: Investment Portfolio Specialist - EnergyLocation: Leeds, UKEstimated Salary: £50,000 - £65,000 per annumAbout the CompanyOur client is a leading energy company operating in the UK market for over 20 years. With a team of 1,200 colleagues, we provide decarbonisation solutions for regional authorities, companies, and individuals. We're united by a...
-
Linux Automation Specialist
2 weeks ago
Leeds, Leeds, United Kingdom Client Server Full timeJob Description: Linux Automation SpecialistClient Server is seeking a talented Linux Automation Specialist to join our team. As an OpenStack Engineer, you will be responsible for automating and maintaining cloud infrastructure using Ansible and Kubernetes.The ideal candidate will have advanced knowledge of Linux Systems Administration and experience with...
-
Strategic Alternatives Investment Specialist
1 week ago
Leeds, Leeds, United Kingdom Blue Octopus Recruitment Ltd Full timeAbout the RoleWe are seeking a highly skilled Strategic Alternatives Investment Specialist to join our award-winning team. As a key member of our Investment Team, you will play a vital role in supporting our internal Portfolio Managers in creating high-quality investment research.Job DescriptionConducting Fundamental Research: You will conduct detailed...
-
Care Support Specialist
5 days ago
Leeds, Leeds, United Kingdom Exemplar Health Care Full timeAbout Us">We are Exemplar Health Care, a leading provider of high-quality care services in the UK. Our mission is to empower individuals with complex care needs to live their best lives.">Job Summary">We are seeking a dedicated and compassionate Care Support Specialist to join our team at Copperfields care home in Leeds. As a key member of our staff, you...
-
Care Worker Specialist
5 days ago
Leeds, Leeds, United Kingdom Brook Street Social Care Full timeJob Title: Care Worker SpecialistBrook Street Social Care is seeking a dedicated and compassionate Care Worker Specialist to join our team. This rewarding role involves supporting children and young people in residential care, helping them develop their self-esteem and contributing to the growth of families and society.About the Role:Support and safeguard...
-
Strategic Investment Specialist
3 weeks ago
Leeds, Leeds, United Kingdom Avison Young Full timeAbout the RoleAvison Young is seeking a highly skilled and ambitious investment Surveyor / Senior Surveyor or Associate to join our dynamic team. As a key member of our Investment team, you will provide advice to clients on property investments, preparing sales particulars and negotiation of disposals.ResponsibilitiesAs a professional in the transactional...
-
Client Support Services Professional
5 days ago
Leeds, Leeds, United Kingdom Interactive Investor Full timeCompany Overview">Interactive Investor is a leading investment platform offering a flat, low monthly fee and access to a wide range of investments.We are seeking an experienced professional to join our team as a Private Client Assistant, working closely with specialist advisers to deliver tax, trust, and succession planning advice and services.The ideal...
-
Senior Portfolio Investment Risk Specialist
7 days ago
Leeds, Leeds, United Kingdom Blue Octopus Recruitment Ltd Full timeAbout the RoleWe are seeking a skilled Portfolio Investment Risk Specialist to join our team in Leeds. As the largest LGPS pool in the UK, we provide investment opportunities across equities, fixed income, private markets, and global real estate.