Wealth manager Work, Jobs in Leeds (with Salaries)

Client Onboarding Specialist
Redmayne Bentley —Leeds
- £29,000 - £33,000 a year
- Full-time
- Organisational skills
- Financial services
- Time management
10d
Sales Advisor PT
Tapi —Leeds
- £30,000 a year
- Part-time
- Employee assistance programme
- Employee discount
12d
Workforce Planning Manager
Lloyds Wealth —Leeds
- £56,060 - £61,666 a year
- Full-time
- Analysis skills
- Project management
- Continuous improvement
- Annual leave
- Work from home
3d
Business Manager for Investment Management Services
Redmayne Bentley —Leeds
- £80,000 - £90,000 a year
- Full-time
- Continuous improvement
- Financial services
- Communication skills
5d
Financial Planning & Reporting Analyst
Redmayne Bentley —Leeds
- £55,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Communication skills
- Analytics
Creative Projects Officer
Kirklees Council —Kirklees
- Temporary
- Hybrid work
- Research
- Communication skills
2d
Business Support Officer - Children's Residential
Kirklees Council —Kirklees
- Full-time
- Microsoft Word
- Travel
- Communication skills
Operations Manager - Markets
Kirklees Council —Kirklees
- Full-time
- Management
- Communication skills
- Marketing
9d
AML Senior Manager
RMT Accountants & Business Advisors —Leeds
- Remote
- Continuous improvement
- Leadership
4d
Procurement Manager
Redmayne Bentley —Leeds
- £55,000 a year
- Full-time
- Organisational skills
Housing Management Officer - Multiple Roles Available
Kirklees Council —Kirklees
- Temporary
- Databases
- Communication skills
9d
T&C Supervisor (Stockbroking)
Redmayne Bentley —Leeds
- £45,000 - £55,000 a year
- Full-time
- Data analysis skills
- Training & development
- Communication skills
5d
Assistant Manager – Operations (Private Office ...
Isio Group —Leeds
- Continuous improvement
10d
Title Checker
enact Conveyancing Ltd —Leeds
- Customer service
- Data entry
- Communication skills
Quick apply
Transaction Services Assistant Manager
Cooper Parry —Leeds
- Full-time
- Business development
Social Worker
Leeds City Council —Leeds
- £38,220 - £40,777 a year
- Weekend availability
- Experience working with children
- Communication skills
- School
- Annual leave
Group Leader- Planning Policy and Strategy
Kirklees Council —Kirklees
- Full-time
- Continuous improvement
- Team management
Client Delivery Manager
Creode —Leeds
- Hybrid work
- Agile
- AI
- Communication skills
RBC Brewin Dolphin – Commercial Inteligence Manager, Intermediaries
Royal Bank of Canada —Leeds
- Full-time
- Management
- Analysis skills
- Bachelor's degree
2d
Digital Client Delivery Manager (for a specialist Digital agency)
Got The T-Shirt —Leeds
- £27,500 - £34,000 a year
- Full-time
- Hybrid work
- Agile
- AI
- Communication skills
Quick apply

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Client Onboarding Specialist

Redmayne Bentley
Leeds

Apply Now

Job details

Full-time
£29,000 - £33,000 a year
10 days ago

Qualifications

Report writing
Internal department liaison
Organisational skills
Financial services
Multidisciplinary collaboration
Client onboarding compliance checks
Time management

Full job description

This role within our Operations Teams offers a chance to be directly involved in helping us deliver our award-winning client-centred service.

Simply put, whenever a new or existing client asks for new accounts or portfolios to be set up, the Client Onboarding team is responsible for ensuring these are done in an accurate and timely manner.

This will involve checking records on multiple bespoke systems as well as preparing and delivering portfolio and client documentation.

This is not a client-facing role. Your main contact will be with other department colleagues.

Further specific details about the role can be found in the job description attached to this advert.

What we’re looking for

Previous extensive experience of the end-to-end Onboarding of clients and accounts, ideally within financial services or another regulated industry.
In depth know-how of AML/KYC policies impact the onboarding journey.
Experience in working in a multi discipline environment.
Decision making in regards to acceptance or rejection of new onboarding requests in line with organisational and regulatory requirements
To manage and own complex case reviews and coordination of feedback to mid/senior stakeholders
Compose outcome reporting
Be recognised as subject matter expert within field of onboarding & associated workflows such as AML, regulator requirements
Be called upon as subject matter expert to consult as required/on demand
Excellent attention to detail.
Ability to organise, plan, coordinate, communicate and escalate tasks.
Excellent time management and organisational skills.
Proactive and thorough approach to dealing with workload.
Self-starter who is comfortable working without supervision and as part of a team.
Willingness to learn new processes and systems.
Confident user of IT systems, particularly Microsoft Excel.

We would particularly welcome applications from candidates who are interested in, or are already completing the CISI Level 3 Investment Operations Certificate.

What does the future look like?

Once you are settled into the role, you will begin to take on more responsibility within the team, including taking on more complex processing and tasks.

Redmayne Bentley provides support for colleagues to achieve industry standard CISI qualifications, if that is something they wish to do.

Typically, our administrators would start on the Level 3 Investment Operations Certificate, which provides them with a deep understanding of our industry, FCA regulations and how our firm operates. This can then act as a pathway to further qualifications, such as the Level 4 Investment Advice Diploma.

At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients’ wealth.

We are proud of the culture we have created and of our approach, which promotes open and effective communication, with lots of scope for collaborative working. You will often find managers and directors working at the desk alongside you.

We encourage everyone to get involved, so you will have lots of opportunities to put forward your own ideas, and build on your skills, knowledge, and experience.

As one of the UK’s largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector.

Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework.

Our future looks more exciting than ever, come and share it with us.

Apply Now

Refine Your Search

wealth manager jobs in leeds

Client Onboarding Specialist

Sales Advisor PT

Workforce Planning Manager

Business Manager for Investment Management Services

Financial Planning & Reporting Analyst

Creative Projects Officer

Business Support Officer - Children's Residential

Operations Manager - Markets

AML Senior Manager

Procurement Manager

Housing Management Officer - Multiple Roles Available

T&C Supervisor (Stockbroking)

Assistant Manager – Operations (Private Office ...

Title Checker

Transaction Services Assistant Manager

Social Worker

Group Leader- Planning Policy and Strategy

Client Delivery Manager

RBC Brewin Dolphin – Commercial Inteligence Manager, Intermediaries

Digital Client Delivery Manager (for a specialist Digital agency)

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