Wealth management Work, Jobs in Leeds, Eng (with Salaries)

Wealth Management Administrator - Hybrid
Argentis Group Limited —Harrogate
- Full-time
- Hybrid work
- Administrative experience
- Financial services
- Communication skills
- Employee discount
Quick apply
Client Onboarding Specialist
Redmayne Bentley —Leeds
- £29,000 - £33,000 a year
- Full-time
- Organisational skills
- Financial services
- Time management
Knowledge and Information Management Officer
NHS Resolution —Leeds
- £39,959 - £48,117 a year
- Data analysis skills
- Analysis skills
- SharePoint
- Annual leave
- Employee assistance programme
8d
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- CRM software
- Maths
- Mentoring
- Employee assistance programme
- Referral programme
Quick apply
Workplace Solutions - Plan Management Associate/Analyst
JPMorganChase —Leeds
- Full-time
- Microsoft Word
- Communication skills
Underwriter – Development Finance
CRS Ltd —Leeds
- Hybrid work
- Communication skills
Workplace Solutions - Plan Management Associate, Leeds
JPMorganChase —Leeds
- Full-time
- Microsoft Word
- Communication skills
1d
National Account Manager
Northern Bloc —Leeds
- £50,000 - £55,000 a year
- Business development
- Travel
- Communication skills
- Free parking
- Annual leave
Quick apply
IFA Administrator
Beyond Advice Group —Leeds
- Up to £30,000 a year
- Full-time
- Writing skills
- Organisational skills
- Computer skills
- Store discount
- Health & wellbeing programme
Quick apply
9d
Senior Finance Business Partner – Lloyds Wealth
Lloyds Banking Group —Leeds
- £85,493 - £100,580 a year
- Full-time
- Hybrid work
- Leadership
- Communication skills
3d
Financial Administrator
Perspective Financial Group —Leeds
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Will Writing & Estate Planning Advisor - | Full Training |
Westminster Law ltd —Wakefield
- £49,500 a year
- Full-time
- Hybrid work
- Customer service
- Organisational skills
- Communication skills
- Work from home
Quick apply
8d
Business Manager for Investment Management Services
Redmayne Bentley —Leeds
- £80,000 - £90,000 a year
- Full-time
- Continuous improvement
- Financial services
- Communication skills
10d
RBC Brewin Dolphin – Commercial Intelligence Manager, Intermediaries
Royal Bank of Canada —Leeds
- Full-time
- Management
- Analysis skills
- Bachelor's degree
6d
Financial Planning & Reporting Analyst
Redmayne Bentley —Leeds
- £55,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Communication skills
- Analytics
Business Support Officer - Children's Residential
Kirklees Council —Kirklees
- Full-time
- Microsoft Word
- Travel
- Communication skills
Sales Director - Asset Management (New Business)
UST —Leeds
- Master's degree
- Business development
- Bachelor's degree
Quick apply
Recruitment Administrator
Flannery Plant Hire —Wakefield
- Microsoft Word
- Microsoft Outlook
- Computer literacy
- Annual leave
- Employee assistance programme
Assistant Director – Commercial Real Estate Delivery
National Wealth Fund —Leeds
- Full-time
- Hybrid work
- Analysis skills
- Mentoring
8d
Underwriter - Property & Commercial Combined
QBE —Leeds
- Full-time
- Hybrid work
9d

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Wealth Management Administrator - Hybrid

Argentis Group Limited
Harrogate

Quick apply

Job details

Full-time

Benefits

Private medical insurance
Employee discount

Qualifications

Financial planning
Administrative support experience
Administrative experience
Customer support
Financial services
Customer interaction
Communication skills

Full job description

Looking for a role where you can focus on what you do best administration?

Do you genuinely enjoy admin, deliver high-quality work, and provide excellent client support?

If you enjoy working with documents and systems, take pride in accuracy, and like to keep things organised and on track, this job could be a great fit.

If youre able to roll your sleeves up and get things done, whilst providing a professional and helpful service to both clients and colleagues, then wed love to hear from you.

Where do you fit in?

In this hands-on admin role, youll support our Harrogate Team of Advisors by ensuring that client administration and our annual review processes run smoothly and efficiently.

Using your previous financial services experience, youll be at the heart of our mission to provide exceptional service. Youll support preparing review packs and ensure that our records are kept accurate and updated. Youll liaise with policy providers, and be a compliance champion, as we are a regulated industry. Youll help clients with queries, ensuring we provide a first-class service.

Whats in it for you?

A competitive salary + benefits including private medical insurance, paid birthday leave, and a staff discount platform giving you money off a wide range of goods and days out
A busy and varied, role where youll always have plenty to do and lots of opportunities to learn
Youll be joining a growing team in a friendly business

What do you need to be successful?

Financial Services / Financial Planning admin experience is a must, please, along with excellent communication and customer service skills, and a willingness to learn
Accuracy and the ability to meet deadlines effective at organising and prioritising your workload. Youll be adaptable, friendly, and helpful
Youll be positive, good with people, and technology & system savvy

We work 35 hours per week, Monday to Friday. Youll be based from our Harrogate office.

Following successful completion of your training period, hybrid working is available, with three days at our office and two days working from home.

Who are Argentis Wealth Management? What do we do?

This position is with Argentis Wealth Management - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Argentis Group Ltd. We have one mission at our core: giving our clients confidence in their finances. We offer a broad range of wealth management and financial planning services to our clients, ranging from large scale investors and companies to individuals and small businesses.

Were looking for talented people to join our teams, to help us achieve our goals and build for the future.

We are committed to equality of opportunity for all; we care passionately about our staff and are committed to promoting and protecting the physical and mental health of all our employees.

Quick apply

Refine Your Search

wealth management jobs in leeds, eng

Wealth Management Administrator - Hybrid

Client Onboarding Specialist

Knowledge and Information Management Officer

Financial Planning Administrator

Workplace Solutions - Plan Management Associate/Analyst

Underwriter – Development Finance

Workplace Solutions - Plan Management Associate, Leeds

National Account Manager

IFA Administrator

Senior Finance Business Partner – Lloyds Wealth

Financial Administrator

Will Writing & Estate Planning Advisor - | Full Training |

Business Manager for Investment Management Services

RBC Brewin Dolphin – Commercial Intelligence Manager, Intermediaries

Financial Planning & Reporting Analyst

Business Support Officer - Children's Residential

Sales Director - Asset Management (New Business)

Recruitment Administrator

Assistant Director – Commercial Real Estate Delivery

Underwriter - Property & Commercial Combined

I want to receive the latest job alerts for wealth management in leeds, eng

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