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

Wealth Management Administrator - Hybrid
Argentis Group Limited —Harrogate
- Full-time
- Hybrid work
- Customer service
- Financial services
- Communication skills
- Employee discount
Quick apply
1d
Independent Financial Advisor
Clarity Wealth Limited —Leeds
- £60,000 - £100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- IT
- Financial services
- Free parking
- Employee discount
Quick apply
12d
Will Writing & Estate Planning Advisor - | Full Training |
Westminster Law ltd —Leeds
- £49,500 a year
- Full-time
- Hybrid work
- Google Suite
- Sales
- Microsoft Office
- Work from home
Quick apply
13d
Workplace Solutions - Plan Management Analyst, Leeds
JPMorganChase —Leeds
- Full-time
- Microsoft Word
- Microsoft Excel
- Computer skills
Sales Director - Asset Management (New Business)
UST —Leeds
- Sales
- Master's degree
- Business development
Quick apply
HR Advisor (FTC - Maternity Cover)
AmcoGiffen —Barnsley
- Full-time
- Human resources
- Organisational skills
- Contracts
- Life insurance
Quick apply
Private Client Services Tax Director
BDO —Leeds
- Full-time

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Independent Financial Advisor
Clarity Wealth Limited —Leeds
Do you currently hold Competent Adviser Status and the relevant Level 4 qualification required to provide regulated financial advice in the UK?
£60,000 - £100,000 a year
Quick apply
12d
Mortgage Advisor
The Mortgage Experts —Pudsey
Part of The Experts Group of over 250 entrepreneurs across the property industry (residential and commercial sales, lettings, auctions, mortgages and…
£60,000 - £100,000 a year
Quick apply

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Wealth Management Administrator - Hybrid

Argentis Group Limited
Harrogate

Quick apply

Job details

Full-time
1 day ago

Benefits

Private medical insurance
Employee discount

Qualifications

Financial planning
Customer service
Financial services
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 advisor jobs in leeds, eng

Wealth Management Administrator - Hybrid

Independent Financial Advisor

Will Writing & Estate Planning Advisor - | Full Training |

Workplace Solutions - Plan Management Analyst, Leeds

Sales Director - Asset Management (New Business)

HR Advisor (FTC - Maternity Cover)

Private Client Services Tax Director

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