18 Financial Advisors jobs in Leeds

Complaints Handler – Banking & Financial Services (Remote)

Teleperformance certified as great place to work UK in 2023! . At Teleperformance, we deliver an outstanding customer experience, at every single opportunity, as a result of our commitment, passion and dedication to excellence.

Due to our success we have exciting opportunities in our Banking and Financial Service sector – You must be able to evidence at least 1 years previous experience in the Banking and Financial Service Industry

Start Dates : Nov 2025

• Salary : £14.16 per hour
• Location : Work From Home
• Shifts : Full Time 8am-8pm Mon-Sat (Subject to Change)
• Training :  2 weeks then 2 weeks Grad Bay
• Contract : Permanent
• Background Checking :
• Right to Work in the UK
• Criminal Record Check
• Credit Check
• Any other associated checks

Values we look for you to have:

• Process Excellence- Doing things well means something to you and you will always strive to improve on your work. 
• Collaboration - You enjoy working with others and you like working as a team player. 
• Communication- You can speak and write clearly and in a confident manner.
• Emotional Intelligence -  You possess the ability to be emotionally intelligent meaning you are able to empathise, be kind and be good with others.
• Open-Mindedness- You are able to be open to different ways of thinking and new ideas.
• Critical Thinking- You are able to think logically when making decisions.
• Solution Orientation- Having a forward thinking mindset focused on resolving challenges.
• Entrepreneurship- Taking ownership, not being afraid to take on new tasks, develop and have a self-driven mindset.

Job Profile Summary

A highly motivated individual who delivers on customer promises and consistently demonstrates and maintains strong knowledge of different products, policies and procedures within work streams. Able to work flexibly across different work streams including responding to medium complex/regulated complaints. Communicates clearly with customers and colleagues both orally and in written form, ensuring decisions can be understood by customers. Enjoys a fast paced environment and adapts well to change. Ensures adherence to policies, Training & Competence scheme and risk frameworks at all times whilst delivering excellent customer service in the resolution of complaints within SLAs and deadlines. 

Job Description
Works within current standard compliance processes, systems, and procedures, and reports simple non-compliance issues.
Prepares routine letters, memoranda and reports for approval, while following up on pending issues.
Provides a quality service to customers by processing cases, dealing with complex queries and/or investigating and resolving customer problems, and may identify new customer retention or business opportunities.
Produces accurate reports for others by collecting data from a variety of standard sources and inputting that data into standard formats.
Prepares moderately complex documents by using multiple computer applications (such as Microsoft Office), while also gathering and summarising data for reports.
Develops personal capabilities using existing formal and informal training opportunities.
Processes and responds to a broad range of questions and issues raised through any communications channels (in person, telephone, email, etc.).
Collects and prepares standard data related to ongoing issues.

Disclaimer  Please be vigilant against job scams. Teleperformance will never  contact you about anything other than your application through our official channels - UK phone number, text or Teleperformance or talent.icims email address. . If you receive any suspicious communications claiming to be from Teleperformance, please disregard them and report the incident to our team. Your security is our priority.

Disclaimer  Please note, only candidates who meet specific language proficiency scores will be able to proceed on this campaign, this supersedes any other pass mark you may receive. Where you pass the assessment but not the above requirements we will endeavour to find other suitable roles for you however this may not be possible, in this instance we reserve the right to reject your application.

• Leading high-impact consulting engagements for major financial services clients.
• Developing and executing strategic recommendations to address complex business issues.
• Managing project teams, ensuring quality delivery, and fostering professional development.
• Conducting in-depth analysis of market trends, competitive landscapes, and client operations.
• Building and maintaining strong, trusted relationships with senior client stakeholders.
• Identifying and pursuing new business opportunities within the financial services industry.
• Contributing to the firm's thought leadership through research, publications, and presentations.
• Providing expert guidance and mentorship to junior consultants.

• Manage and coordinate complex executive calendars, scheduling meetings, appointments, and travel arrangements with precision.
• Act as the primary point of contact for internal and external stakeholders, screening calls and managing correspondence.
• Prepare meeting agendas, take minutes, and track action items to ensure follow-through.
• Arrange and coordinate complex domestic and international travel, including flights, accommodation, and itineraries.
• Conduct research and prepare reports, presentations, and other documents as required.
• Manage and maintain confidential files and records with the utmost discretion.
• Assist with event planning and coordination for executive team offsites and client meetings.
• Handle expense reporting and manage office supplies for the executive suite.
• Liaise with various departments to gather information and facilitate communication.
• Anticipate needs and proactively address potential issues to ensure executives' time is optimized.
• Maintain a high level of professionalism and provide exceptional support to senior management.

• Proven experience as an Executive Assistant, ideally supporting C-level executives in the financial services industry.
• Excellent command of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Exceptional organizational and time-management skills with a keen eye for detail.
• Strong written and verbal communication skills.
• Ability to handle sensitive information with confidentiality and professionalism.
• Proficiency in managing complex travel arrangements and scheduling.
• Proactive approach, with the ability to multitask and prioritize effectively in a fast-paced environment.
• Discretion, diplomacy, and a customer-service oriented attitude.
• Familiarity with financial services terminology and industry practices is advantageous.
• This role is based in our Leeds, West Yorkshire, UK office and requires full-time, in-office presence.

• Develop, implement, and maintain a comprehensive compliance framework for the organisation.
• Monitor regulatory changes and assess their impact on the business, ensuring timely implementation of necessary adjustments.
• Conduct regular compliance risk assessments and develop mitigation strategies.
• Develop and deliver compliance training programs for staff at all levels.
• Oversee internal investigations into potential compliance breaches.
• Prepare and submit regulatory reports to relevant authorities.
• Advise senior management and business units on compliance matters and best practices.
• Develop and update compliance policies and procedures.
• Conduct internal audits to ensure adherence to compliance standards.
• Liaise with regulators and external auditors during examinations and inquiries.
• Promote a strong culture of compliance throughout the organisation.
• Stay informed about emerging compliance risks and trends in the financial services industry.

• University degree in Law, Finance, Business, or a related field.
• Professional compliance qualifications (e.g., ICRM, ICA) are highly desirable.
• Minimum of 5 years of experience in a compliance role within the financial services sector (banking, investment, insurance).
• In-depth knowledge of relevant UK and international financial regulations (e.g., FCA Handbook, MiFID II, GDPR).
• Proven experience in developing and implementing compliance programs.
• Strong analytical, problem-solving, and investigative skills.
• Excellent written and verbal communication and presentation skills.
• Ability to interpret complex regulations and apply them to business operations.
• High level of integrity and ethical conduct.
• Strong organisational skills and attention to detail.
• Ability to work effectively both independently and as part of a team.

Have you always wanted to run your own recruitment business but held back by the cost, risk, or hassle of setting it up? This is the perfect opportunity.

The Recruitment Experts (TRE) are expanding our Financial Services division and we’re looking for an experienced recruiter within financial services (mortgages, wealth, insurance, banking). If you’ve worked this sector before, you’ll know how valuable your network is — and with us, you get the freedom to build your own business without the overheads.

• 70% commission share - earn £7k+ on a single £10k fee.
• Work remotely - full flexibility, anywhere in the UK.
• No targets or KPIs - you pick your clients and fees.
• Leads, jobs & AI tools - pipelines and tech to help you grow.

Role: Test Analyst x2

Essential Criteria: Testing in financial services, ideally mortgage and/or savings products

Location: Primarily remote with occasional office and client site visits when requested

Salary: Initial 6-month FTC paying £32-35,000/annum (Pro-rata)

Saffron QA is the exclusive recruitment partner to a privately owned test consultancy that services the financial services industry. I have a requirement for 2x Test Analyst's to join the team in early October 2025 on a fixed-term contract (FTC) basis. The position will play a pivotal role in testing financial services platforms and applications primarily within Mortgages and Savings.

We are looking for Test Analyst's with the following experience;

• *Essential - Experience operating as a Test Analyst with a background in financial services (Previous mortgages or Savings product testing experience is highly desirable)
• *Essential - Producing test plans, test scripts and documentation for new and amended software or services
• *Essential - Ability to interpret, execute and document complex test scripts using agreed methods and standards record and analyses actions and results
• *Essential - Experience of JIRA (and ideally X-Ray) or another tool to manage defects
• Reviewing test results and modify tests as necessary
• Providing reports on progress, anomalies, risks and issues associated with the overall project

These roles are being offered on a fixed term contract basis for an initial 6-month term (extensions likely). The role is to commence in early October and interviews can take place immediately.

This is a predominately remote opportunity, but may require the occasional visit to the consultancy and client office when requested. The salary on offer is in the region of £32-35,000 per annum (pro-rata) + benefits.

*Please note - This organisation is unable to sponsor working visa's and cannot provide 100% remote working.