financial services Work, Jobs in west yorkshire (with Salaries)

Financial Services Administrator
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Financial services
Accredited Financial Investigator - West Yorkshire Joint Services
Kirklees Council —Leeds
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Group Financial Controller
Lane7 - Head Office Support —Leeds
- £100,000 a year
- Full-time
- Travel
- Leadership
- Referral programme
Quick apply
Commercial Finance Analyst
Card Factory —Wakefield
- From £30,000 a year
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
13d
Financial Crime Data Services Analyst
Yorkshire Building Society —Bradford
- £40,000 - £47,000 a year
- Hybrid work
- Data analysis skills
- SQL
- Financial services
Mortgage Advisor
The Mortgage Experts —Ossett
- £60,000 - £100,000 a year
- Remote
Assistant Financial Accountant
Univar Europe Ltd. —Bradford
- Hybrid work
- Organisational skills
Financial Reporting Accountant
International Personal Finance —Leeds
- Hybrid work
- Accounting
Claim Associate
Paddl —Wakefield
- £26,500 - £29,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Travel
- Organisational skills
- Health & wellbeing programme
- Annual leave
Quick apply
10d
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Assistant Management Accountant
Card Factory —Wakefield
- £30,000 - £35,000 a year
- Hybrid work
- Analysis skills
- Accounting
Finance Business Partner
Card Factory —Wakefield
- From £55,000 a year
- Hybrid work
- Microsoft Powerpoint
- Accounting
- Communication skills
14d
Accounts Assistant
Riverside Motor Group —Wakefield
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Employee discount
- Referral programme
Quick apply
6h
Financial Advisor Administrator
My Pension Expert —Doncaster
- £28,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
- Referral programme
Quick apply
8d
Private Banker
Barclays —Leeds
- Analysis skills
Assistant Finance Manager
Warburtons —Wakefield
- Full-time
- Microsoft Excel
- Analysis skills
- Bakery
- Employee discount
Women in Business - Audit - Leeds
Pwc UK —Leeds
- Full-time
12d
Assistant Financial Accountant
Hain Celestial UK —Leeds
- Hybrid work
- Microsoft Excel
- Accounting
- Organisational skills
Quick apply
13d
Collections Specialist
DWF —Leeds
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- Microsoft Office
Client Implementation Associate
Aon Corporation —Leeds
- Communication skills
5d

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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 west yorkshire

Financial Services Administrator

Accredited Financial Investigator - West Yorkshire Joint Services

Group Financial Controller

Commercial Finance Analyst

Financial Crime Data Services Analyst

Mortgage Advisor

Assistant Financial Accountant

Financial Reporting Accountant

Claim Associate

Financial Planning Administrator

Assistant Management Accountant

Finance Business Partner

Accounts Assistant

Financial Advisor Administrator

Private Banker

Assistant Finance Manager

Women in Business - Audit - Leeds

Assistant Financial Accountant

Collections Specialist

Client Implementation Associate

I want to receive the latest job alerts for financial services in west yorkshire

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