Planning client administration team leader Work, Jobs in Horbury, Wyk (with Salaries)

Senior Associate Client Administration
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
Quick apply
2d
Head of Commercial (Yorkshire Water)
Lanes Group —Bradford
- Full-time
- Hybrid work
- Civil engineering
- Business development
- Contracts
Quick apply
8d
Sales Director - Asset Management (New Business)
UST —Leeds
- Sales
- Master's degree
- Business development
Quick apply
Video Manager
Solotech Inc. —Rochdale
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
Administrator
Bupa —Horsforth
- £16,740 a year
- Part-time
- Hospitality
- Customer service
- Microsoft Office
- Employee discount
- Gym membership
Quick apply
Private Client Compliance Trust Tax Manager/Senior Manager
AAB —Leeds
- Hybrid work
- Microsoft Excel
- Leadership
- Tax experience
- Annual leave
- Employee assistance programme
Lead Contract Support
CBRE —Leeds
- Full-time
- Microsoft Excel
- Contracts
Experienced Personal Injury Paralegal
Oakwood Solicitors —Leeds
- Customer service
- Organisational skills
- Communication skills
3d
Senior Electrical Building Services Engineer
North Yorkshire Council —Otley
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- AutoCAD
- Engineering
- Microsoft Office
Principal Electrical Building Services Engineer
North Yorkshire Council —Otley
- £55,000 - £60,000 a year
- Full-time
- Hybrid work
- AutoCAD
- Engineering
- Microsoft Office
21h
Project Manager (Water Sector)
WSP —Leeds
- Part-time
- Hybrid work
- Project management
- Contracts
- Flexitime
- Work from home
Employee Benefits Associate Consultant
Aon Corporation —Leeds
- Hybrid work
Senior Associate Solicitor - Private Client
Mallory Pryce —Oldham
- Hybrid work
- Organisational skills
- Communication skills
- Tax experience
Quick apply

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Senior Associate Client Administration

Evelyn Partners -
Leeds

Quick apply

Job details

Full-time
2 days ago

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Organisational skills
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

Job Purpose

To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To be a role model and mentor to team members, a go-to person within the team.

Qualifications

Key Responsibilities

To work closely with the aligned Financial Planners to deliver excellent client outcomes
To build relationships with clients and maintain regular contact
Maintain back-office systems and client records in line with the company policies
Request policy information from third party policy providers if applicable
Process all business in accordance with required processes & proactive pipeline management to include establishing new accounts on internal systems and collating AML documentation as required
Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
To encourage client, use of portal and other digital tools, provide guidance where required.
To collaborate and share best practice with colleagues
Provide training and coaching to new and existing administrators as required
Provide guidance on a day-to-day basis and be the ‘go to person’ to answer any process or technical issue

Skills, Experience & Qualifications

Excellent standard of education, ideally degree qualified but not essential
Interested in further development through additional qualifications
Proven experience working in the financial planning / wealth management industry
A strong ethic of client service
Ability to work under pressure and to prioritise work
Excellent communication skills both, influencing and organisational skills
Ability to use judgement and reasoning to propose solutions to problems
Ability to coach and mentor team members

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Quick apply

Refine Your Search

planning client administration team leader jobs in horbury, wyk

Senior Associate Client Administration

Head of Commercial (Yorkshire Water)

Sales Director - Asset Management (New Business)

Video Manager

Administrator

Private Client Compliance Trust Tax Manager/Senior Manager

Lead Contract Support

Experienced Personal Injury Paralegal

Senior Electrical Building Services Engineer

Principal Electrical Building Services Engineer

Project Manager (Water Sector)

Employee Benefits Associate Consultant

Senior Associate Solicitor - Private Client

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