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A leading financial institution in Leeds is seeking an Investments Transfers Assistant for a full-time position. The role involves providing client-facing support, processing share orders, and ensuring regulatory compliance. Ideal candidates must have a strong customer service background and the ability to handle complex financial systems. The position offers a hybrid working model after an initial training period in the office and includes a competitive salary, generous benefits, and a collaborative work environment.
End Date Thursday 11 December 2025
Salary Range £25,517 - £26,860
We support flexible working – click here for more information on flexible working options
Flexible Working Options Hybrid Working, Job Share
Job Description Summary A full time role based in Leeds
The Stockbroking Transfers Assistant role offers a dynamic entry point into the financial services sector, particularly within the stockbroking domain.
Join us and, as well as making a difference to customers, you’ll enjoy a fulfilling career where you’re free to be yourself. Great colleagues, transforming workspaces, hybrid working and a wide variety of career opportunities – you’ll find them all here.
Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms.
We want our people to feel that they belong and can be their best, regardless of background, identity or culture.
We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative.
And it’s why we especially welcome applications from under‑represented groups.
We’re disability confident. So if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.
If you’re excited by the thought of becoming part of our team, get in touch. We’d love to hear from you.
Please note our roles can generate a considerable amount of interest and can close early so don't miss out on this opportunity to apply today.
At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.
We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.
We're focused on creating a values‑led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.