Job Type
Fixed Term (Fixed Term)
Closing Date
01/08/2026
Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people
The Client Services Assistant is responsible for the efficient management of both inbound and outbound mail. This role ensures that all post is processed promptly, aligning with the company’s values and standards of excellence.
Location
: 1 City Square, Leeds, West Yorkshire -
ON SITE
Role
: Fixed Term Contract 12 months
Salary
: £26,200
Key Responsibilities
:
Receive, sort, and distribute incoming mail and packages through
appropriate systems
and to the correct teams.
Manage outgoing mail, ensuring it is correctly labelled, packaged, and dispatched
in a timely manner
.
Maintain
accurate
records of all mail transactions for tracking and reporting purposes.
Ensure the mail room is
organised
and stocked with necessary supplies, such as envelopes, stamps, collateral and packaging materials.
Address and resolve mail-related issues, including returned, undeliverable, or misdirected mail.
Collaborate with courier services for the dispatch and receipt of urgent or special deliveries.
Uphold the company’s confidentiality standards by securely handling sensitive documents and communications.
Experience:
Previous
experience in a mailroom or similar environment is preferred.
Proficiency
in using mailroom equipment and basic office software.
Experience in a customer service or administrative role is beneficial.
Knowledge of best practices in mail handling and distribution.
Skill
s:
Excellent
organisational
skills with attention to detail.
Ability to work under pressure and meet tight deadlines.
Strong communication
skills for interacting with colleagues and external service providers.
We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.
This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.
Some fantastic benefits our colleagues enjoy:
Generous Holiday Entitlement:
30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.
Health & Wellbeing:
Company-paid Private Medical Insurance, Life Insurance, and Health Screening.
Company Pension Contribution:
A matched pension contribution of up to 15% of your base pay.
Cash Allowance:
Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.
Bonus Opportunity:
Dependent on individual/company performance (eligible after 3 months’ service)
Financial Advice
: Access to free financial advice to help secure your financial future.
To find out more, please visit
the Rewards and Benefits section of our Careers website.
We support flexible working:
We know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way.
Ready to restart your career?
We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.
You belong here:
We embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.
We operate under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.