Client Delivery Associate: IFA Admin Back-Office in Leeds

Client Delivery Associate: IFA Admin Back-Office in Leeds

Leeds Full-Time 27000 - 33000 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Provide top-notch admin support and manage client records with precision.
  • Company: Join a friendly team at The Private Office, known for its professional culture.
  • Benefits: Enjoy competitive pay, flexible working options, and opportunities for growth.
  • Other info: Work in vibrant locations like Leeds, London, or Bath with great career prospects.
  • Why this job: Be part of a dynamic team making a real difference in client service.
  • Qualifications: Strong organisational skills and a friendly, professional attitude.

The predicted salary is between 27000 - 33000 Β£ per year.

The Private Office is seeking professional, friendly administrators to join our team in Leeds, London, or Bath as Client Delivery Associates (CDA). You will provide full administrative support and back office processing to deliver a compliant, effective service for clients and advisers.

You will primarily work from Tasks in CURO, managed by your CDA Team Leader, handling onboarding, pipeline updates, invoicing, and other duties to ensure SLAs are met and client records are accurate.

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Client Delivery Associate: IFA Admin Back-Office in Leeds employer: The Private Office (TPO)

The Private Office is an excellent employer, offering a supportive and collaborative work culture where professional growth is encouraged. With opportunities for development in a vibrant city like Leeds, London, or Bath, employees benefit from a dynamic environment that values teamwork and client satisfaction, making it a rewarding place to build a career in administration.

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Contact Details:

The Private Office (TPO) Recruitment Team

We think you need these skills to ace Client Delivery Associate: IFA Admin Back-Office in Leeds

Administrative Support
Client Service
Compliance Knowledge
Task Management
Onboarding Processes
Pipeline Management
Invoicing