Lloyds Wealth is seeking a detail‑focused financial services professional to join the on‑boarding and client intake team on a fixed term contract. Nationally based, you will support account openings, document preparation and information analysis to ensure compliant, accurate client files.
You will work with advisers to improve onboarding experiences, monitor productivity, and respond to client and adviser requests promptly, contributing to efficient service delivery and high‑quality outcomes.
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Client Services Associate — Flexible, Client-First Wealth Support in Redcar employer: OpCo Lloyds Wealth Management Limited
At Lloyds Wealth, we pride ourselves on being an exceptional employer, offering a dynamic work culture that prioritises employee well-being and professional growth. With generous benefits such as 30 days of annual leave, flexible working arrangements, and a strong commitment to diversity and inclusion, we empower our team members to thrive while making a meaningful impact in the financial advice landscape. Join us in shaping the future of financial advice from one of our vibrant hub locations across the UK, where your expertise will be valued and your contributions will drive positive client outcomes.
Contact Details:
OpCo Lloyds Wealth Management Limited Recruitment Team
