Wealth manager Work, Jobs in Leeds, Wyk (with Salaries)

Client Onboarding Specialist
Redmayne Bentley —Leeds
- £29,000 - £33,000 a year
- Full-time
- Organisational skills
- Financial services
- Time management
Newly Qualified/Experienced Social Workers - Assessment and Intervention Team
Kirklees Council —Kirklees
- Full-time
- Mentoring
- Communication skills
2d
Business Manager for Investment Management Services
Redmayne Bentley —Leeds
- £80,000 - £90,000 a year
- Full-time
- Continuous improvement
- Financial services
- Communication skills
Head of Change
Redmayne Bentley —Leeds
- £80,000 - £100,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Financial services
- Leadership
- Work from home
Events Officer
Kirklees Council —Kirklees
- Temporary
- Travel
- Organisational skills
- Communication skills
10d
Apprentice Registration Officer – AI and Automation.
Kirklees Council —Kirklees
- Full-time
- Computer literacy
- IT
- Communication skills
6d
Senior HR Business Partner
National Wealth Fund —Leeds
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- Master's degree
8d
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
Group Leader- Planning Policy and Strategy
Kirklees Council —Kirklees
- Full-time
- Continuous improvement
- Team management
Business Support Officer - Licensing
Kirklees Council —Kirklees
- Full-time
- Computer literacy
- Microsoft Office
- Accounting
- Annual leave
- Work from home
National Account Manager
Northern Bloc —Leeds
- £50,000 - £55,000 a year
- Business development
- Travel
- Communication skills
- Free parking
- Annual leave
Quick apply
Procurement Manager
Redmayne Bentley —Leeds
- £55,000 a year
- Full-time
- Organisational skills
Aesop Store Manager | Leeds | Full Time
l'Oréal —Leeds
- Weekend availability
- Computer literacy
- Merchandising
- Computer skills
- Employee assistance programme
Quick apply
5d
Early Years Inclusion Officer
Kirklees Council —Kirklees
- Full-time
- Experience working with children
- Communication skills
- Teaching
3d
RBC Brewin Dolphin – Commercial Intelligence Manager, Intermediaries
Royal Bank of Canada —Leeds
- Full-time
- Management
- Analysis skills
- Bachelor's degree
Business Development Manager - Court of Protection
Quilter —Leeds
- Full-time
- Hybrid work
- Sales
- Business development
Business Development Senior Manager
KPMG —Leeds
- Full-time
- Business development
- Contracts
- Financial services
11d
Senior Claims Manager
NHS Resolution —Leeds
- £57,528 - £64,750 a year
- Training & development
- Communication skills
- Annual leave
- Work from home
8d
Contracts Manager
JN Bentley —York
- Full-time
- Civil engineering
- Engineering
- No degree
Quick apply
10d
Assistant Manager – Operations (Private Office ...
Isio Group —Leeds
- Continuous improvement

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Client Onboarding Specialist

Redmayne Bentley
Leeds

Apply Now

Job details

Full-time
£29,000 - £33,000 a year

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, wyk

Client Onboarding Specialist

Newly Qualified/Experienced Social Workers - Assessment and Intervention Team

Business Manager for Investment Management Services

Head of Change

Events Officer

Apprentice Registration Officer – AI and Automation.

Senior HR Business Partner

Workforce Planning Manager

Group Leader- Planning Policy and Strategy

Business Support Officer - Licensing

National Account Manager

Procurement Manager

Aesop Store Manager | Leeds | Full Time

Early Years Inclusion Officer

RBC Brewin Dolphin – Commercial Intelligence Manager, Intermediaries

Business Development Manager - Court of Protection

Business Development Senior Manager

Senior Claims Manager

Contracts Manager

Assistant Manager – Operations (Private Office ...

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