Financial planning administrator Work, Jobs in Horsforth, Wyk (with Salaries)

Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- CRM software
- Maths
- Mentoring
- Employee assistance programme
- Referral programme
Quick apply
Client Account Administrator
Internova Travel Group —Halifax
- Weekend availability
- Remote
- Travel
- Organisational skills
- Budgeting
- Annual leave
- Employee assistance programme
Estate Planning administrator
iTrust121 —York
- £25,000 - £26,000 a year
- Full-time
- CRM software
- Administrative experience
- Organisational skills
- Life insurance
Quick apply
Bookkeeper/Administration
Integrid Ltd —Barnsley
- £25,420.00 - £32,985.46 a year
- Full-time
- Hybrid work
- Administrative experience
- Data entry
- Organisational skills
- Free parking
Quick apply
3d
Programme Coordinator
First Bus —Leeds
- £38,500 - £48,000 a year
- Microsoft Powerpoint
- Continuous improvement
- Organisational skills
- Employee assistance programme
- Employee discount
3d
Delivery Planning Administrator
ASDA —Leeds
- Full-time
- Organisational skills
- In-person
- Communication skills
- Store discount
- Annual leave
7d
Care Home Business Administrator
Anchor —Leeds
- £28,000 a year
- Computer literacy
- Computer skills
- Budgeting
- Employee discount
1d
Client Administrator
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
Quick apply
2d
Financial Administrator
Perspective Financial Group —Leeds
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Sales and Operations Administrator
Siddall & Hilton Products Ltd —Brighouse
- £27,600 - £31,000 a year
- Microsoft Word
- Microsoft Excel
- ERP systems
- Free parking
- Annual leave
Quick apply
14d
Bid Co-Ordinator Apprentice
Answer Digital —Leeds
- Up to £25,000 a year
- Hybrid work
- Microsoft Word
- Google Suite
- English
- Annual leave
8d
Administrator
Westward care —Leeds
- £13.50 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
- Free parking
- Referral programme
Quick apply
9d
Buying Administrator
Pavers —York
- £17,532 a year
- Part-time
- Merchandising
- Organisational skills
- Free parking
- Annual leave
Quick apply
2d
Salesforce Developer
Christians Against Poverty —Bradford
- £46,553.04 - £51,725.60 a year
- Full-time
- Hybrid work
- Salesforce
- Analysis skills
- Agile
- Flexitime
- Employee discount
Senior Manager, Customer Success Engineering
Veeam Software —Leeds
- Remote
- Leadership
- Annual leave
- Employee assistance programme
Financial Adviser (Perspective Mackrill)
Perspective Financial Group —Ripponden
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Senior Director, Global Project Controls
Tait —Pontefract
- Full-time
- Engineering
- Master's degree
- Bachelor's degree
13d

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Financial Planning Administrator

The Progeny Group Limited -
Leeds

Quick apply

Job details

Permanent | Full-time

Benefits

Company pension
Employee assistance programme
Private medical insurance
Referral programme

Qualifications

CRM software
Financial Conduct Authority guidelines
Report generation
Stakeholder collaboration
Client engagement
Stakeholder liaison
Mentoring junior staff
Microsoft Office Suite
Numeracy
Maths
Data management
Mentoring
Relationship management
Customer support
Financial services
Training & development

Full job description

The opportunity

We are looking for a Financial Planning Administrator (known internally as Client Executive) to join our team and manage specialised administration support/services, and maintain excellent client relationships. Integral to the delivery of outstanding client experiences at Progeny, you will work alongside our knowledgeable Paraplanners and Financial Planners to assist on cases for a wide range of clients. You will be empowered to take on new tasks, develop specialist knowledge and establish yourself as ‘a go-to’ person in your team.

We are seeking someone who has gained some experience working in financial services (2+ years) and is motivated by delivering high-quality work. This opportunity is ideal for someone who enjoys working autonomously when needed, as well as working collaboratively, contributing ideas and sharing knowledge with others.

This role offers great opportunities to expand your knowledge about financial services, FCA principles, develop your technical expertise and support the learning of others. You’ll gain this through:

Regular coaching, development conversations and opportunities to advance your career through a variety of pathways.
Great exposure to a range of different areas of wealth operations and working in close partnership with multiple stakeholders.
Becoming a training buddy to support and guide your newest team members.

We are a busy team, passionate about providing the best service to our clients. We are committed to developing our people, and this role will provide clear progression and growth opportunities within the Wealth Operations team and wider business.

If this sounds like your next role, please apply today!

What you will do

The focus of this role is the timely provision of specialised administration services to our clients and colleagues, always adhering to best practices. You will take responsibility for:

Client service: acting as a point of contact for clients, resolving client queries, preparing for client meetings and maintaining positive client relationships.
Managing documentation: ensuring thorough preparation, review and management of client documentation and maintaining comprehensive client files and reports.
Client account management: completing any additional client requests within set timeframes, including all client post-meeting actions.
Completing transactions: performing trading independently, such as switches, withdrawals and contributions.
Process management: undertaking all processes required within the Client Executive centre of excellence and managing all tasks.
Liaising with providers: dealing professionally with third-party providers regarding transactions and submissions.
Data and system management: using platforms and systems to complete your duties, ensuring data integrity and accuracy across all client records. Maintaining the accuracy of our CRM and ensuring this is accurate and kept up to date.

About you

To thrive in the role, you will be/have:

Financial Services experience – you will bring a minimum of 2 years’ experience with a good understanding of financial products and FCA principles.

Client-focused – experienced and thrive in a client-facing role, with a genuine interest in their needs and enjoy providing proactive, effective and efficient support to stakeholders.

A Confident platform and tech user – fully proficient in the use of Microsoft Office, knowledgeable about different provider platforms and able to confidently produce and analyse reports.

Methodical and organised – motivated to deliver high-quality work, with great levels of attention to detail and experience of managing different priorities.

Excellent interpersonal skills –a supportive and collaborative team member with an ability to build strong relationships effectively. You will be eager to contribute, share, coach others, and embrace your role as a ‘go-to’ person for our Associate Client Executives.

Self-driven and autonomous – happy to work autonomously and confident to take on new tasks. You’ll also be eager to develop your technical knowledge/skills and strive to become a subject matter expert.

Numerate – You have a good aptitude for numbers and enjoy applying them to real-world scenarios.

No qualification in Financial Services/Planning? No problem! Whilst working towards or holding a qualification in Financial Services is advantageous, we would still like to hear from you if you have developed great knowledge and skills in our sector and have an eagerness to learn or begin qualifications.

We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.

Benefits

30 days holiday plus public holidays
3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you)
Private medical insurance, 24/7 digital GP and health advice
Employee assistance programme providing support for your mental and physical health
Group pension scheme
Life assurance scheme
Eyecare vouchers
Family leave
Referral scheme

About Progeny

We create, enhance, and preserve wealth.

We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.

We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.

Quick apply

Refine Your Search

financial planning administrator jobs in horsforth, wyk

Financial Planning Administrator

Client Account Administrator

Estate Planning administrator

Bookkeeper/Administration

Programme Coordinator

Delivery Planning Administrator

Care Home Business Administrator

Client Administrator

Financial Administrator

Sales and Operations Administrator

Bid Co-Ordinator Apprentice

Administrator

Buying Administrator

Salesforce Developer

Senior Manager, Customer Success Engineering

Financial Adviser (Perspective Mackrill)

Senior Director, Global Project Controls

I want to receive the latest job alerts for financial planning administrator in horsforth, wyk

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