WEALTH MANAGEMENT CLIENT ADMINISTRATOR jobs in LEEDS, United Kingdom

Company Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group... here: and Job Description What will you be doing? To provide full administrative support to x2 Financial Planners, ensuring client satisfaction through direct...

. Knowledge of the Financial Services Sector – specifically Wealth Management Knowledge of the regulatory and legislative... for an Pensions Administrator to join our Pensions team. This Pensions Administrator role is responsible for the effective processing...

Crime Prevention Manager, the Financial Crime Prevention Administrator is responsible for the effective processing of tasks... appropriate channels e.g Enhanced due diligence / Source Of Wealth. Processing customer responses. Carrying out additional...

Hours per Week 37.5 Work Pattern 8.00am – 4.30pm (typical) Client Facing No Seniority Entry Level... producing management information for senior management. Working with branch network colleagues to assist with general queries...

client assets. Make informed risk decisions and effectively and credibly debate and challenge management recommendations... Know the Financial Services Sector – specifically Wealth Management Know the regulatory environment and associated...

Hours per Week 37.5 Work Pattern 8.30am – 5.00pm Client Facing No Seniority Entry-Level When a dividend... and reconciliations that must be completed on both a regular and ad hoc basis with specific deadlines. This is not a client-facing role...