Job Title: Client Delivery Associate (CDA)
Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.
Locations: Leeds or Bath
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! Or call me directly on 01174059845