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Job Title: Client Delivery Associate (CDA)
Locations: Leeds
Hours: Full Time (Hybrid Working + Flexible Hours)
About the Role:
We’re seeking personable and professional Client Delivery Associates (CDAs) to join our team in Leeds, London, or Bath. In this role, you’ll provide essential administrative support, helping deliver a seamless service to clients and advisers, while gaining valuable experience and career growth.
What’s in It for You:
- Bonus Scheme: Performance-based bonus to reward your contributions.
- Generous Holiday: 24 days of holiday (increasing to 26) + 2 additional days for Christmas shutdown.
- Private Healthcare: Comprehensive health cover available after a qualifying period.
- Income Protection & Life Assurance: Financial security and peace of mind.
- Wellbeing & Eye Care: Support for both your mental and physical health.
- Bike to Work Scheme: Affordable commuting with a cycling initiative.
- Career Development: Full support to help you gain professional qualifications and progress in your career.
Key Responsibilities:
- Provide back-office support, ensuring tasks are completed accurately and efficiently.
- Track and manage pipeline activities, keeping clients and advisers updated.
- Process new business and assist with client onboarding and reviews.
- Collaborate with third parties to ensure smooth service delivery.
- Maintain the CRM system and ensure KYC compliance.
- Manage client invoices and liaise with the finance team to handle overdue payments.
What You Bring:
- Experience within financial services (preferred).
- Strong communication, organizational, and IT skills.
- A proactive, client-focused approach.
About the Company:
This established financial services provider is committed to delivering high-quality, independent advice and fostering long-term relationships. You’ll be part of a supportive, collaborative environment that encourages your professional growth.
Interested?
Apply!
