Wealth Management Advisor
4 weeks ago
We are seeking a highly organized and detail-oriented Client Liaison Administrator to join our team at Kingswood Group. As a Client Liaison Administrator, you will play a vital role in supporting our advisors and clients, ensuring seamless communication and efficient administration.
Key Responsibilities:- Provide exceptional support to our advisors, including monitoring diaries, opportunities, queries, and requests.
- Process all sales-related paperwork from submission to completion, ensuring accuracy and attention to detail.
- Maintain up-to-date awareness of company policies, practices, and procedures, adhering to regulatory requirements.
- Gather and obtain information for annual reviews, ensuring timely completion.
- Collaborate with colleagues to achieve team goals and objectives.
- 26 days annual leave, including a day off for your birthday.
- Cycle to work scheme, saving you money on a bike or equipment.
- Life Assurance, providing financial security for your loved ones.
- Private healthcare, covering you and your family.
- Enhanced Maternity and Paternity pay, supporting our employees' well-being.
Kingswood Group is a leading global provider of trusted wealth planning and investment management solutions. We celebrate diversity, recognize individual contributions, and empower our employees to succeed. Join our team and be part of a dynamic and inclusive culture.
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Wealth Management Advisor
3 weeks ago
York, York City, United Kingdom kingswood-group Full timeJob Title: Administration/Customer Focussed AdvisorAre you passionate about working in a dynamic Wealth Management environment? Do you have a keen eye for detail and excellent communication skills? We're seeking a highly organized and proactive Administration/Customer Focussed Advisor to join our team at Kingswood Group.About the Role:Provide exceptional...
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Wealth Management Advisor
3 weeks ago
York, York City, United Kingdom kingswood-group Full timeAre you passionate about working in a dynamic Wealth Management environment? We're seeking a skilled Client Liaison Administrator to join our team at Kingswood Group.Key Responsibilities:Provide administrative support to our Advisors, including diary management, opportunity tracking, and query resolution.Process sales-related paperwork from submission to...
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Wealth Management Advisor
4 weeks ago
York, York City, United Kingdom kingswood-group Full timeJoin Our Team as a Client Liaison AdministratorWe are seeking a highly organized and detail-oriented Client Liaison Administrator to join our team at Kingswood Group. As a Client Liaison Administrator, you will play a vital role in supporting our advisors and clients by providing administrative support, processing sales-related paperwork, and maintaining...
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Wealth Management Advisor
4 weeks ago
York, York City, United Kingdom kingswood-group Full timeJoin Our Team as a Client Liaison AdministratorWe are seeking a highly organized and detail-oriented Client Liaison Administrator to join our team at Kingswood Group. As a Client Liaison Administrator, you will play a vital role in supporting our advisors and clients by providing administrative support, processing sales-related paperwork, and maintaining...
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Senior Legal Advisor
4 weeks ago
York, York City, United Kingdom Aviva Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Legal Advisor to join our Wealth team within Aviva's UK legal function. As a key member of our team, you will provide commercially focused legal advice to Aviva's UK Wealth businesses, working closely with our business areas to deliver the best legal service for our clients.Key...
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Senior Legal Advisor
4 weeks ago
York, York City, United Kingdom Aviva Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Legal Advisor to join our Wealth team within Aviva's UK legal function. As a key member of our team, you will provide commercially focused legal advice to Aviva's UK Wealth businesses, working closely with our business areas to deliver the best legal service for our clients.Key...
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Senior Legal Advisor
4 weeks ago
York, York City, United Kingdom Aviva Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Legal Advisor to join our Wealth team within Aviva's UK legal function. As a key member of our team, you will provide commercial, first-class legal advice to Aviva's UK Wealth businesses.Key ResponsibilitiesProvide commercially focused legal advice across Aviva UK Wealth business...
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Senior Legal Advisor
4 weeks ago
York, York City, United Kingdom Aviva Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Legal Advisor to join our Wealth team within Aviva's UK legal function. As a key member of our team, you will provide commercial, first-class legal advice to Aviva's UK Wealth businesses.Key ResponsibilitiesProvide commercially focused legal advice across Aviva UK Wealth business...
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Senior Wealth Management Administrator
1 month ago
York, York City, United Kingdom IMPRESSION RECRUITMENT LIMITED Full timeSenior IFA Administrator OpportunityWe are seeking a highly skilled and experienced Senior IFA Administrator to join our client's dynamic and growing Wealth Management company in York. As a key member of the team, you will provide exceptional support to IFA's and clients, ensuring seamless communication and administration.Key Responsibilities:Client Support:...
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Senior Wealth Management Administrator
1 month ago
York, York City, United Kingdom IMPRESSION RECRUITMENT LIMITED Full timeSenior IFA Administrator OpportunityWe are seeking a highly skilled and experienced Senior IFA Administrator to join our client's dynamic and growing Wealth Management company in York. As a key member of the team, you will provide exceptional support to IFA's and clients, ensuring seamless communication and administration.Key Responsibilities:Client Support:...
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HR Advisor
3 weeks ago
York, York City, United Kingdom Signature Rail Limited Full timeJob Title: HR AdvisorWe are seeking an experienced HR Advisor to join our team at Signature Rail Limited. As an HR Advisor, you will provide support to line managers in all matters relating to HR, including terms and conditions, absence, performance, employee relations, and flexible working requests.Key Responsibilities:Provide guidance and advice to line...
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Parts Advisor
1 week ago
York, York City, United Kingdom Purely Automotive Recruitment Ltd Full timeVehicular Parts Advisor Opportunity at a Prestigious Dealer GroupPurely Automotive Recruitment Ltd is presently seeking an experienced Parts Advisor to work with its esteemed client in York. The client is a family-owned dealer group operating a number of prestige automotive brands across Cumbria, Lancashire, Yorkshire, and the Scottish Borders. The ideal...
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HR Advisor
4 weeks ago
York, York City, United Kingdom Signature Rail Limited Full timeJob Title: HR AdvisorSignature Rail Limited is seeking a part-time HR Advisor to join our team. As an HR Advisor, you will provide support to line managers in all matters relating to HR, ensuring adherence to company policies, procedures, and legal requirements.Key Responsibilities:Provide guidance and advice to line managers on HR-related matters, including...
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HR Advisor
4 weeks ago
York, York City, United Kingdom Signature Rail Limited Full timeJob Title: HR AdvisorSignature Rail Limited is seeking a part-time HR Advisor to join our team. As an HR Advisor, you will provide support to line managers in all matters relating to HR, ensuring adherence to company policies, procedures, and legal requirements.Key Responsibilities:Provide guidance and advice to line managers on HR-related matters, including...
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HR Advisor
3 weeks ago
York, York City, United Kingdom Signature Rail Limited Full timeJob Title: HR AdvisorSignature Rail Limited is seeking a part-time HR Advisor to join our team. As an HR Advisor, you will provide support to line managers in all matters relating to HR, ensuring adherence to company policies, procedures, and legal requirements.Key Responsibilities:Provide guidance and advice to line managers on HR-related matters, including...
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HR Advisor
4 weeks ago
York, York City, United Kingdom Signature Rail Limited Full timeJob Title: HR AdvisorSignature Rail Limited is seeking a part-time HR Advisor to join our team. As an HR Advisor, you will provide support to line managers in all matters relating to HR, ensuring adherence to company policies, procedures, and legal requirements.Key Responsibilities:Provide guidance and advice to line managers on HR-related matters, including...
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HR Advisor
4 weeks ago
York, York City, United Kingdom Signature Rail Limited Full timeJob Title: HR AdvisorSignature Rail Limited is seeking a part-time HR Advisor to join our team. As an HR Advisor, you will provide support to line managers in all matters relating to HR, ensuring adherence to company policies, procedures, and legal requirements.Key Responsibilities:Provide guidance and advice to line managers on HR-related matters, including...
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HR Advisor
3 weeks ago
York, York City, United Kingdom Signature Rail Limited Full timeJob Title: HR AdvisorSignature Rail Limited is seeking a part-time HR Advisor to join our team. As an HR Advisor, you will provide support to line managers in all matters relating to HR, ensuring adherence to company policies, procedures, and legal requirements.Key Responsibilities:Provide guidance and advice to line managers on HR-related matters, including...
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Claims Advisor
4 weeks ago
York, York City, United Kingdom Page Personnel Sales Full timeAbout Our OpportunityWe are seeking a skilled Claims Advisor to join our team at a reputable insurance business in York. As a Contact Centre Claims Advisor, you will play a vital role in providing exceptional support to customers, handling a range of queries regarding their insurance products.Key ResponsibilitiesProvide excellent customer service via...
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Claims Advisor
4 weeks ago
York, York City, United Kingdom Page Personnel Sales Full timeAbout Our OpportunityWe are seeking a skilled Claims Advisor to join our team at a reputable insurance business in York. As a Contact Centre Claims Advisor, you will play a vital role in providing exceptional support to customers, handling a range of queries regarding their insurance products.Key ResponsibilitiesProvide excellent customer service via...