You will report directly to the team manager and periodically, Client Operations Administrators will also be involved with other Client Operations group projects.
Job Description The Client Services & Advisor Services Administrator role will support the smooth delivery of services within the financial planning and wealth management team. Based in London, this temporary role is ideal for someone with a keen interest in financial services. Experience with Salesforce CRM would be advantageous. Client Details The employer is a small-sized organisation...
The Client An established Financial Services business running Investment & Wealth Management services for clients. The Role The SIPP Operations Administrator will provide administrative support to the Investment SIPP team, on-boarding, maintaining, and monitoring all SIPP administration of SIPP operations ensuring quality service click apply for full job details
PeoplePay Global is a market leader within the International Payroll and Expansion industry. We assist and simplify the overseas hiring, onboarding and payroll process, allowing employers to expand in full confidence, as we manage all aspects of compliance. Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.Due to rapid expansion, PeoplePay Global are...
Client Services Administrator, £27,000, Haywards Heath, 9:00-17:30 Mon-Thurs, 9:00-17:00 Fri, Full-time, Permanent, 20 days holiday + bank holidays (increasing annually to 25), Pension Make your application after reading the following skill and qualification requirements for this position. The Role We are seeking a Client Services Administrator to join a long-standing organisation in the...
You will support the Client Onboarding Advisor in the smooth and efficient onboarding of new clients and the ongoing administration of existing client’s documentation
You will liaise directly with new and existing clients to collect and verify CDD documentation whilst also working closely with legal, tax and Risk & Compliance colleagues
Client Operations Administrator - Leeds (6 Month FTC) - 3 days a week in office - Leeds, West Yorkshire, United Kingdom JOB DESCRIPTION Here at Newmark - We are seeking two organised and proactive temporary team members to join our Rating and Client Operations team for a six-month period based in Leeds. The role will require the successful candidate to be based in our Leeds office for a minimum...
Title: Client Cash AdministratorLocation: Hybrid – Leeds 3 days on site per week, 2 days remoteSalary: From £27,300Who we are:interactive investor is an award-winning investment platform that puts its customers in control of their financial future.We’ve been helping investors for nearly 30 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one...
Senior Private Client Solicitor An excellent opportunity for an experienced private client solicitor to join a well-established legal team, managing a varied caseload including wills, probate, trusts and tax planning, with exposure to high-net-worth client work. If you ve also worked in the following roles, we d also like to hear from you: Private Client Lawyer, Wills and Probate Solicitor,...
You will be expected to handle matters with minimal supervision while maintaining excellent client care standards.
You will also assist other areas of the business as and when required.
You will ideally have at least 5 years' practice experience with a good accounts background, as well as holding a professional qualification such as AAT, ACCA or ACA. A good working knowledge of Excel, QuickBooks, Xero, Free Agent and Dext would also be an advantage.
You will handle a broad range of private client matters, including:
You will handle a broad range of private client matters, including: Wills and estate planning Probate and estate administration Lasting Powers of Attorney Trusts and related advisory work
Job Description We are retained by a highly respected international banking institution with a long-established and influential presence in London. The firm operates at the upper end of the private banking market, advising and supporting high-net-worth individuals and families with complex international needs. As part of continued growth within its London platform, the bank is seeking a Private...
Job Description Job Title: Commercial Account Handler Location: Birmingham Full/Part Time: Full Time Salary: £45,000 per annum OVERVIEWLawes are working with a leading name in the market who due to growth have an opportunity for a Commercial Account Handler to join their team in Birmingham. This is an excellent opportunity for an experienced account handler to have a clear path to step into...
The Opportunity: As a Swedish Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the...
Job Description A Private Client Tax Manager is sought to provide comprehensive tax services to clients while liaising with the tax department to ensure smooth operations. Client Details Our client is a leading, top 100 accountancy firm with an extensive client base. Description - Managing own portfolio of clients - Working on tax compliance relating to the client portfolio, including work...
Job Description Job Title: Senior Client Advisor Location: Perth Full/Part Time: Full Time Salary: DOE PURPOSE OF THE ROLE Lawes is working with a prestigious broking company to recruit a Senior Client Advisor to handle commercial and agricultural risks. This is a fantastic opportunity to join a highly respected organisation that prides itself on delivering exceptional service to clients...
The Opportunity: As a Spanish Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the...
Job Description Hands-on, commercially minded Property Manager for a high performing team. You'll take ownership of the day-to-day management of a diverse commercial property portfolio, acting as the key link between Asset Management, FM and Operational Finance. Critical role to optimise cash flow, providing a first-class tenant experience and operational excellence. Client Details Our client...