Senior Wealth Management Administrator
1 month ago
We 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: Provide dedicated and professional support to IFA's and clients, building trusted relationships through phone and email communication.
- Record Management: Create and maintain accurate and consistent client records, ensuring up-to-date information is readily available.
- Portfolio Review: Review client portfolios, producing reports and making recommendations as necessary.
- Meeting Preparation: Arrange client review meetings, preparing meeting files and investment illustrations.
- Application Processing: Prepare and process client applications, ensuring timely completion.
- Research and Analysis: Conduct research and analysis using SAPP, FE, Iress, and Cashcal, providing valuable insights to the team.
- Administration: Maintain company records, perform general office duties, and ensure the smooth operation of the team.
This is an excellent opportunity for a motivated and experienced professional to join a forward-thinking company and contribute to its continued growth and success.
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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, ensuring seamless communication and efficient administration.Key Responsibilities:Provide...
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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, ensuring seamless communication and efficient administration.Key Responsibilities:Provide...
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Senior IFA Administrator
4 weeks 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 team at Impression Recruitment Limited. As a key member of our Wealth Management team, you will be responsible for providing exceptional support to our IFA's and clients, ensuring seamless day-to-day operations and contributing to the...
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Senior Administrator
3 weeks ago
York, York City, United Kingdom Tewv Brits Full timeAbout the RoleWe are seeking a highly skilled Senior Administrator to join our team at Tewv Brits. As a key member of our administration team, you will be responsible for providing exceptional support to our staff and ensuring the smooth operation of our services.The successful candidate will have excellent communication skills, a high level of discretion,...
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Administrative Support Professional
1 week ago
York, York City, United Kingdom Harte Consulting Ltd Full timeJob DescriptionHarte Recruitment is seeking a motivated and organized individual to join their team as a part-time Property PA/Office Administrator at a vibrant York-based company.As a part-time Property PA/Office Administrator, you will be working with a passionate and professional team at a company that leads in commercial property, with a reputation for...
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Senior Administrative Assistant
3 weeks ago
York, York City, United Kingdom Savills Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Administrative Assistant to provide exceptional support to our Rural Director based in York. The successful candidate will be responsible for managing the Director's day-to-day activities, including diary management, email management, and travel arrangements.Key ResponsibilitiesManage the...
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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 Counsel
2 months ago
York, York City, United Kingdom Aviva Full timeSenior Legal Counsel Job DescriptionWe are seeking a highly skilled and experienced Senior Legal Counsel to join our Wealth team within Aviva's UK legal function. The successful candidate will provide commercial, first-class legal advice to Aviva's UK Wealth businesses.About the RoleThe Senior Legal Counsel will be responsible for providing legal support to...
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Senior Legal Counsel
2 months ago
York, York City, United Kingdom Aviva Full timeSenior Legal Counsel Job DescriptionWe are seeking a highly skilled and experienced Senior Legal Counsel to join our Wealth team within Aviva's UK legal function. The successful candidate will provide commercial, first-class legal advice to Aviva's UK Wealth businesses.About the RoleThe Senior Legal Counsel will be responsible for providing legal support to...
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Senior Legal Administrator
3 weeks ago
York, York City, United Kingdom Clayton Legal - Legal Recruitment Specialists Full timeJob Title: Senior Legal AdministratorClayton Legal - Legal Recruitment Specialists is seeking an experienced Senior Legal Administrator to join our expanding team in Ryedale offices.Key Responsibilities:Preparing correspondence and documents through audio, copy typing, and laser forms, ensuring accuracy and attention to detail.Administering filing in a...
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Senior Legal Counsel
1 month ago
York, York City, United Kingdom Aviva Full timeSenior Legal Counsel Job DescriptionWe are seeking a highly skilled and experienced Senior Legal Counsel to join our Wealth team within Aviva's UK legal function. The successful candidate will provide commercial, first-class legal advice to Aviva's UK Wealth businesses.About the RoleThe Senior Legal Counsel will be responsible for providing legal support to...
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Senior Legal Counsel
1 month ago
York, York City, United Kingdom Aviva Full timeSenior Legal Counsel Job DescriptionWe are seeking a highly skilled and experienced Senior Legal Counsel to join our Wealth team within Aviva's UK legal function. The successful candidate will provide commercial, first-class legal advice to Aviva's UK Wealth businesses.About the RoleThe Senior Legal Counsel will be responsible for providing legal support to...
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Senior Legal Counsel
3 weeks ago
York, York City, United Kingdom Aviva Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Legal Counsel to join our Wealth team within Aviva's UK legal function. As a key member of the 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 units,...
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Senior Legal Counsel
3 weeks ago
York, York City, United Kingdom Aviva Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Legal Counsel to join our Wealth team within Aviva's UK legal function. As a key member of the 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 units,...
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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 Administrative Assistant
4 weeks ago
York, York City, United Kingdom Savills Full timeJob Title: Senior Administrative AssistantRole OverviewThis is a unique opportunity to create a role that supports a Rural Director based in York who is also Head of the York office. The ideal candidate will have a talent for creating processes and structure that allows the Director to focus on managing the office, team, and client work.Key...