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  • Trainee Financial Adviser

     ...notes. ~ Producing CAP and SA letters on behalf of authorised Advisers. ~ Supporting with core administration tasks (e.g. VC, Curo, TPO Wealth). ~ Taking client calls/queries and responding in a time efficient manner. ~ Full responsibility for scopes post meeting... 
    Suggested
    Long-term contract
    Full-time
    Traineeship
    Monday to Friday
    Flexible hours

    The Private Office

    Leeds
    17 days ago

  • Client Delivery Associate

     ...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,... 
    Suggested
    Full-time
    On-site
    Monday to Friday

    The Private Office

    Leeds
    16 days ago

  • Client Delivery Team Leader

     ...limited team capacity • Develop and maintain effective relationships with clients, colleagues and third parties • Ensuring data in Curo is continually maintained on behalf of your team to help produce accurate MI for the business • Presenting at team meetings as appropriate... 
    Suggested
    Full-time
    On-site
    Monday to Friday

    The Private Office

    Leeds
    1 day ago

  • Client Support Associate

     ...service to our clients, colleagues and third-party organisations. Responsibilities Maintain the accuracy of client data held on Curo, to include input and cleansing as appropriate. Manage all allocated tasks e.g. Curo and queries in a timely, compliant manner, meeting... 
    Suggested
    Full-time
    On-site
    Monday to Friday

    The Private Office

    Leeds
    16 days ago