Job description


  • Entry level
  • No Education
  • Salary £35,000.00 - £40,000.00 gross per year
  • Leeds


My client is a wealth and investment management firm and they are currently looking for an experienced Accounts Supervisor to join their team in central Leeds.

- To be responsible for the operational running of the accounts team

- To ensure the successful development of the firm in line with the strategy identified in the business plan

- To contribute to and implement the strategic plans for the firm, including business planning

- To provide a monthly and annual department report to the Partners

- To represent the Dept at Partner meetings, senior management meetings and business planning meetings

- To carry out any other duties as requested by the partnership to support and deputise for colleagues in the department or firm

- To support effective internal communications and teamwork within the firm

- To carry out responsibilities for staff training and development, including supervision, appraisals and the monitoring and assessment of training objectives

- To continue to develop personal and management skills

- To ensure effective client care

- To carry out marketing, business development or networking activities, as required by the firm

- To contribute to both internal and external quality standards as agreed by the firm

- To maintain a 'TCF' culture in respect of all 6 outcomes.

- To ensure compliance with FCA requirements by assisting in the development and maintenance of branch and department manuals

- To ensure teams adherence to CASS and other regulatory rules, ensuring timelines and accuracy of date input and that the team report breaches when applicable.

- To report any risks which may be detrimental to clients or to the firm's reputation, which arise from inadequate procedures, systems or data handling

Experience from a wealth and investment management background would be an advantage.

Relevant industry wualification. i.e: IOC or IMC (or equivalent)

The hours are 9 to 5 and the company offers a competitive salary and benefits package including 25 days holiday, pension, discretionary bonuses, PMI, 4 X DIS and a host of other core benefits.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

- Financial Services
- Accounts Supervisor
- Other Financial Services

  • marketing