wealth management client support Jobs - 1318

Age Partnership Limited - LS158ZB

Employment Type : Full-Time

Job role: Wealth Management Client Support Reports to: Client Support Team Manager Location Leeds Package 22,500 - 25,000 depending on experience plus benefits package (up to 28k OTE) Hours of work 37.5 hours per week (Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role). About the Role Ove...

Age Partnership Limited - LS158ZB

Employment Type : Full-Time

Job role: Wealth Management Specialist Support Reports to: Client Support Team Manager Location Leeds Package 22,500 - 25,000 (up to 28kOTE) depending on experience plus benefits package Hours of work 37.5 hours per week. Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role. About the Role O...


Aon - Leeds

Employment Type : Full-Time

Client Management Apprentice Programme Closing Date: 20th May 2024 We’re hiring in Leeds and Manchester! Join Aon as a Client Management Apprentice and you’ll provide vital support to senior team members in their client management activities, ensuring employers pension schemes are run efficiently and professionally. We recognise the learning, development, and social value for our Early Career colleagues of being in the office environment from th...

Aon - Sheffield

Employment Type : Full-Time

Client Solutions Data Analyst Do you love data analysis? Does finding solutions to data queries excite you? If so, we have the ideal opportunity for you to work within our large, well-established Client Solutions team in Sheffield! This is a hybrid role with the flexibility to work both virtually and from our Sheffield office Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of p...

QA Ltd - EH36JQ

Employment Type : Full-Time

Why Johnston Financial? Johnston Financial are a Chartered Financial Planner and Wealth Manager established in 1988 who are responsible for nearly 500 million of our clients’ assets. They provide advice on financial services in a wide range of areas and establish investment portfolios for clients throughout the UK from their Edinburgh New Town offices.  This company is one of the largest in its sector and they are committed to ensuring our ...

Aon - Birmingham

Employment Type : Full-Time

Pensions Support Officer  Do you have experience or knowledge of pensions? Does finding solutions to data queries excite you? If so, we have the ideal opportunity for you to work within our large, well-established Client Solutions team in Birmingham! This is a hybrid role with the flexibility to work both virtually and from our Birmingham office. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect...

ST Resourcing Ltd - Bury

Employment Type : Full-Time

A Financial Planning company based in North Manchester are looking for an experienced Client Support to join them and support the Financial Planners and work closely with the clients. You can expect a salary to 35,000 for exceptional client support experience as well as some very good benefits. The role will see you utilise all the years’ experience you have gained supporting Financial Planners, as the opportunity requires wraparound support fro...

Recruit UK - Leeds

Employment Type : Full-Time

Recruit UK is working with a Wealth Management firm in Leeds who is seeking a Client Administrator. This firm hold an excellent position in the market and this role will involve supporting two financial planners, this role will handle end to end administration supporting the client journey in the life cycle of Financial Advice. There is ample opportunity to carve out a career within Financial Planning - including qualification support towards be...

Aon - Sheffield

Employment Type : Full-Time

Senior core administration support analyst Do you love data analysis? Does finding solutions to data queries excite you? If so, we have the ideal opportunity for you to work within our large, well-established Client Solutions team in Sheffield! This is a hybrid role with the flexibility to work both virtually and from our Sheffield office Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich t...

BDO UK LLP - Manchester

Employment Type : Full-Time

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy – and directly advise the owners and management teams leading them. We’ll broaden your horizons Playing an importan...