Financial services Work, Jobs in Leeds, Eng (with Salaries)

Financial Services Administrator
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Financial services
Group Financial Controller
Lane7 - Head Office Support —Leeds
- £100,000 a year
- Full-time
- Travel
- Leadership
- Referral programme
Quick apply
Finance Officer, Leeds
Inspire North —Leeds
- £26,414 a year
- Full-time
- Accounting
- Organisational skills
- Paid training
- Annual leave
6d
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Accredited Financial Investigator - West Yorkshire Joint Services
Kirklees Council —Leeds
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Accounts Receivable Assistant
Leeds Teaching Hospitals NHS Trust —Leeds
- £25,272 a year
- Full-time
- Communication skills
- Teaching
12h
Assistant Financial Accountant
Univar Europe Ltd. —Bradford
- Hybrid work
- Organisational skills
Women in Business - Audit - Leeds
Pwc UK —Leeds
- Full-time
13d
Commercial Coordinator
Rivendell Europe Ltd —Leeds
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Analysis skills
- Employee discount
- Life insurance
Quick apply
Financial Reporting Accountant
International Personal Finance —Leeds
- Hybrid work
- Accounting
Private Banker
Barclays —Leeds
- Analysis skills
Finance Administrator
thebigword —Leeds
- £24,851.23 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Communication skills
Quick apply
Call Centre Solutions Associate
Lowell Group —Leeds
- £28,911 a year
- Full-time
- Communication skills
- Free parking
Financial Crime Data Services Analyst
Yorkshire Building Society —Bradford
- £40,000 - £47,000 a year
- Hybrid work
- Data analysis skills
- SQL
- Financial services
AP Query Assistant
Jet2.com and Jet2holidays —Leeds
- Full-time
- Hybrid work
- Hotel
Project Finance Assistant
Tetra Tech —Leeds
- Hybrid work
- Microsoft Excel
- Oracle
9d
Accounts Assistant (on-site)
One Medical Group —Leeds
- £28,000 - £32,000 a year
- Full-time
- Microsoft Excel
- In-person
- Communication skills
- Referral programme
9d
Customer Support Advisor
BW Legal —Leeds
- £21,500 - £23,000 a year
- Overtime
- Customer service
- Organisational skills
- Free parking
- Annual leave
Quick apply
Client Implementation Associate
Aon Corporation —Leeds
- Communication skills
5d
Business Development Executive -Financial Services
Dobson Welch —Leeds
- £25,000 - £32,000 a year
- Full-time
- Hybrid work
- Sales
- Business development
- IT
2d

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Financial Services Administrator

The Private Office -
Leeds

Apply Now

Job details

Full-time

Benefits

Cycle to work scheme
Private medical insurance

Qualifications

Microsoft Office
IT
Financial services
Communication skills

Full job description

The Private Office is looking for a professional, friendly and personable administrator to join our team in Leeds. As a Client Delivery Associate (CDA) you will provide full administrative support and business processing to deliver a professional, compliant and effective service for our clients and advisers.

Responsibilities

You will primarily work from Tasks in Curo that will be managed by your CDA Team Leader based on capacity and skill set. Tasks will be processed effectively and accurately, within agreed SLAs, and can include but is not limited to, the following responsibilities;

Providing full back office support for the Client.
Manage and track pipeline activity providing regular progress updates through the back office system
New Business processing including managing the activity on Curo and setting up/placing business on third party platforms/providers
Processing of other Advice such as amendments to existing investments or playing trades, withdrawals etc.
Supporting the New Client Onboarding process by completing any Curo updates or tasks as required.
Supporting the Client Review process by completing any pre or post meeting tasks or actions as required.
Contact and liaise with relevant product providers/third parties.
Maintain the CRM system (CURO) to ensure that KYC information for clients is entered fully and accurately
Process and issue client invoices including adviser charging arrangements and liaise with the Finance team to chase overdue payments
Ensure that all tasks on CURO are completed in line with company policy and procedures
Develop and maintain effective relationships with clients, colleagues and third parties.
Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as required.

Benefits

Company discretionary bonus scheme;
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
Private Healthcare;
Group Income Protection;
Life Assurance;
Eye Care Scheme;
Wellbeing programme;
Bike to Work Scheme;
Full support with professional qualifications;

after qualifying period

Knowledge, Skills and Experience

Strong operational experience within the Financial Services Industry is desired
Proficient IT skills in core Microsoft Office systems
Organisation and prioritisation skills.
Excellent verbal and written communication skills with an eye for detail
Professional telephone manner

Apply Now

Refine Your Search

financial services jobs in leeds, eng

Financial Services Administrator

Group Financial Controller

Finance Officer, Leeds

Financial Planning Administrator

Accredited Financial Investigator - West Yorkshire Joint Services

Accounts Receivable Assistant

Assistant Financial Accountant

Women in Business - Audit - Leeds

Commercial Coordinator

Financial Reporting Accountant

Private Banker

Finance Administrator

Call Centre Solutions Associate

Financial Crime Data Services Analyst

AP Query Assistant

Project Finance Assistant

Accounts Assistant (on-site)

Customer Support Advisor

Client Implementation Associate

Business Development Executive -Financial Services

I want to receive the latest job alerts for financial services in leeds, eng

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