The Private Office LLP in Leeds is seeking a professional, friendly administrator to join our team as a Client Delivery Associate (CDA). You will provide full administrative support and business processing to deliver a compliant and effective service for our clients and advisers.
You will work from Tasks in CURO, manage pipeline activity, handle New Business processing, client onboarding, client reviews, and liaise with product providers.
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Client Delivery Associate – Financial Services Back Office in Leeds employer: The Private Office LLP
Join our award-winning firm in London, where we prioritise your growth and development through our unique Financial Planning Graduate Scheme. With hands-on experience, mentorship from seasoned professionals, and a supportive work culture, you'll gain invaluable skills while working towards your Chartered Financial Planner ambitions. Enjoy a comprehensive benefits package, including private healthcare and a structured development programme, all within a vibrant city that offers endless opportunities for personal and professional enrichment.
