Financial adviser Work, Jobs in Leeds, Wyk (with Salaries)

Client Services Associate - Relationships
Lloyds Wealth —Leeds
- Full-time
- Communication skills
- Time management
- Annual leave
- Work from home
5d
Trainee Mortgage Adviser
The New Homes Group —Wakefield
- £26,600 - £35,000 a year
- Overtime
- Remote
- Customer service
- Presentation skills
- Computer skills
- Annual leave
- Employee assistance programme
Quick apply
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- CRM software
- Maths
- Mentoring
- Employee assistance programme
- Referral programme
Quick apply
Case Advice Operations Manager
NHS Resolution —Leeds
- £57,528 - £64,750 a year
- Analysis skills
- Continuous improvement
- No degree
- Annual leave
- Employee assistance programme
1d
Head of Operations
SHINE: Support and Help IN Education —Leeds
- £55,000 a year
- Part-time
- Hybrid work
- Team management
- Travel
- Contracts
Quick apply
11d
Data Analyst
The Progeny Group Limited —Leeds
- £43,000 a year
- Full-time
- Hybrid work
- AI
- Communication skills
- Employee assistance programme
- Referral programme
Quick apply
Group HR Adviser
Age Partnership —Leeds
- £27,000 - £30,000 a year
- Full-time
- Microsoft Office
- Databases
- Recruiting
Quick apply
10d
IT Support Coordinator
The Openwork Partnership —Leeds
- Up to £32,500 a year
- Hybrid work
Qualifications Specialist | Appointment Setter | Client Engagement Specialist | Call Centre Agent
Lead Tech —Otley
- From £24,000 a year
- Part-time
- Hybrid work
- English
- Financial services
- Communication skills
- Free parking
- Flexible schedule
Quick apply
Estate Planning administrator
iTrust121 —York
- £25,000 - £26,000 a year
- Full-time
- CRM software
- Administrative experience
- Organisational skills
- Life insurance
Quick apply
Talent Acquisition Lead
HippoDigital —Leeds
- £40,000 - £50,000 a year
- Hybrid work
- Team management
- Product management
- Recruiting
- Employee discount
1d
Customer Service Adviser
The New Homes Group —Wakefield
- £25,500 a year
- Weekend availability
- Financial services
- Office experience
- Free parking
- Annual leave
Quick apply
Immigration Compliance Adviser
Bupa —Horsforth
- From £28,400 a year
- Full-time
- Human resources
- Communication skills
- Work from home
- Employee discount
Quick apply
Employment Adviser
Reed In Partnership —Harrogate
- £29,000 - £30,000 a year
- Full-time
- Customer service
- English
- Travel
- Annual leave
- Flexible schedule
Accounts Manager/ Assistant Manager
Saffery —Leeds
- Full-time
- Hybrid work
- Analysis skills
- Mentoring
- Training & development
- Profit sharing
- Annual leave
Paraplanner
West Riding Personal Financial Solutions Ltd —Castleford
- £40,000 - £45,000 a year
- Full-time
- Analysis skills
- Organisational skills
- In-person
- Free parking
- Profit sharing
Quick apply
Client Delivery Associate
The Private Office —Leeds
- Monday to Friday
- Hybrid work
- CRM software
- Computer skills
- Communication skills
Executive Support Officer
City of Bradford Metropolitan District Council —Bradford
- £34,434 - £36,363 a year
- Communication skills
- Analytics
Health, Safety and Wellbeing Adviser
Leeds City Council —Leeds
- £37,280 - £39,152 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- School
- Annual leave
9d
Senior Social Evaluation Manager
Department for Work and Pensions —Leeds
- £50,487 - £56,757 a year
- Overtime
- Hybrid work
- Presentation skills
- Travel
- Organisational skills
- Annual leave
- Employee assistance programme
4d

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Client Services Associate - Relationships

Lloyds Wealth -
Leeds

Apply Now

Job details

Permanent | Full-time
5 days ago

Benefits

Financial planning services
Annual leave
Company pension
Work from home
Private medical insurance
Gym membership
Sabbatical
Flexible schedule
Life insurance

Qualifications

Client engagement
Relationship management
Customer interaction
Communication skills
Time management

Full job description

Job Type

Permanent

Closing Date

21/09/2026

Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people

To enhance the client-adviser relationship by providing proactive support to both clients and Personal Wealth Advisers. This involves timely and high-standard responses to requests, pro-active client contact to build strong relationships and contributing significantly to client satisfaction and adherence to the company’s values and behaviours. As the first point of contact for our clients, the Client Services Associate will be responsible for understanding how we can help our existing and potential clients, championing best in class client service, alongside accurate, organised, collaborative delivery of required relationship focused tasks.

Key Responsibilities :

Ensure every action we take benefits our clients, putting them first to provide the best possible experience, challenging ourselves to think differently and lead the way in finding new ways to help our clients.

Proactively contact clients to understand their needs, provide support and develop strong relationships.

Engage prospect clients, positioning the Lloyds Wealth value proposition and supporting client into the advice journey.

Build rapport quickly and feel comfortable conversing easily and professionally with clients and colleagues.

Support clients and advisers with their goals and objectives .

Handle client inquiries and requests efficiently, ensuring a high level of service.

Maintain client records with accuracy and confidentiality.

Ensure compliance with all regulatory requirements and company policies.

Collaborate with team members to improve service delivery and client satisfaction.

Assist Personal Wealth Advisers through diary management and developing strong client relationships.

Ability to work in a fast-paced environment and have the disposition to adopt and adapt to change quickly.

Contribute to individual and team objectives and will be given the support to be able to invest in improving your personal performance by growing your own skills and capabilities

This role is covered by a Training and Competence Scheme

Skills Required :

Strong communication skills: Ability to articulate information in a clear and understandable manner.

Client centricity: A proactive approach to anticipating and addressing client needs.

Attention to detail: Precision in handling client data and financial documents.

Problem-solving abilities: Capacity to address and resolve client issues effectively.

Time management: Proficiency in managing multiple tasks and meeting deadlines.

Adaptability: Flexibility to adjust to changing client needs and industry trends.

Teamwork: Collaborative spirit to work with various departments and contribute to team objectives .

We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.

This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.

Some fantastic benefits our colleagues enjoy:

Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
Health & Wellbeing: Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.
Cash Allowance: Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
Bonus Opportunity: Dependent on individual/company performance (eligible after 3 months’ service)
Financial Advice : Access to free financial advice to help secure your financial future.

To find out more, please visit the Rewards and Benefits section of our Careers website.

We support flexible working:

We know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way.

Ready to restart your career?

We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.

You belong here:

We embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.

We operate under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.

Apply Now

Refine Your Search

financial adviser jobs in leeds, wyk

Client Services Associate - Relationships

Trainee Mortgage Adviser

Financial Planning Administrator

Case Advice Operations Manager

Head of Operations

Data Analyst

Group HR Adviser

IT Support Coordinator

Qualifications Specialist | Appointment Setter | Client Engagement Specialist | Call Centre Agent

Estate Planning administrator

Talent Acquisition Lead

Customer Service Adviser

Immigration Compliance Adviser

Employment Adviser

Accounts Manager/ Assistant Manager

Paraplanner

Client Delivery Associate

Executive Support Officer

Health, Safety and Wellbeing Adviser

Senior Social Evaluation Manager

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