Financial administrator Work, Jobs in Farnborough (with Salaries)

Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Finance Administrator
Evergen Solar —Maidenhead
- From £28,500 a year
- 8 hour shift
- Microsoft Excel
- Microsoft Access
- Sales
- Employee assistance programme
Quick apply
13d
Finance Administrator
Thomas Keating Limited —Billingshurst
- £28,000 - £30,000 a year
- Part-time
- Organisational skills
- In-person
- Communication skills
- Free parking
Quick apply
Business Administrator (Nursery Base)
Happy Days Nurseries —Farnham
- Up to £20,800 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
3d
Finance Assistant
Gordons Property Lawyers —Maidenhead
- £27,000 a year
- Full-time
- Microsoft Excel
- No experience needed
- In-person
- Free parking
- Store discount
Quick apply
2d
NetSuite Consultant Remote Working (Fleet
Nolan Business Solutions —Fleet
- Remote
- English
- Analysis skills
- APIs
- Free parking
- Employee assistance programme
9d
Financial Administrator (East Molesey)
Perspective Financial Group —East Molesey
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Business Administrator
Hamberley Care Homes —Dorking
- £37,290.53 a year
- Full-time
- Customer service
- Hotel
- Administrative experience
- Free parking
- Annual leave
HR Administrator
Pirbright Institute —Pirbright
- £28,500 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
10d
Technical Administrator
Bidfood —Slough
- £30,000 a year
- Remote
- Microsoft Powerpoint
- Microsoft Excel
- Administrative experience
- Employee discount
Quick apply
Financial Planning Administrator - 12-month FTC
Attivo Group —Reading
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Protection Specialist
LRG —Camberley
- Full-time
- Sales
- Organisational skills
- In-person
- Health & wellbeing programme
- Work from home
Quick apply
Payroll & Pensions Administrator
Achieve Together —Leatherhead
- £34,000 - £38,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Employee discount
EMEA AML Officer
Invesco —Henley on Thames
- Full-time
- Hybrid work
- Spanish
- Project management
- Organisational skills
- Annual leave
- Life insurance
Team Leader
Mears Group —Basingstoke
- Up to £40,000 a year
- Monday to Friday
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Annual leave
- Employee assistance programme
Building co-ordinator
Heritus Managment —Bracknell
- £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Sick pay
Quick apply
4d
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
School Administration Assistant
University of Surrey —Guildford
- £28,031 - £31,236 a year
- Full-time
- Hybrid work
- Microsoft Office
- University
- IT
- Relocation assistance
Purchase Ledger/Accounts Payable Administrator
Class Technology Solutions Ltd —Horsham
- £27,000 - £30,500 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Facilities Administrator - Helpdesk
Emcor —Horsham
- £30,500 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Quick apply

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financial administrator jobs near farnborough

Financial Planning Administrator

The Progeny Group Limited -
Marlow

Quick apply

Job details

Permanent | Full-time

Benefits

Company pension
Employee assistance programme
Private medical insurance
Referral programme

Qualifications

Microsoft Office
Financial services

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 administrator jobs in farnborough

Financial Planning Administrator

Finance Administrator

Finance Administrator

Business Administrator (Nursery Base)

Finance Assistant

NetSuite Consultant Remote Working (Fleet

Financial Administrator (East Molesey)

Business Administrator

HR Administrator

Technical Administrator

Financial Planning Administrator - 12-month FTC

Protection Specialist

Payroll & Pensions Administrator

EMEA AML Officer

Team Leader

Building co-ordinator

Financial Planner - Surrey

School Administration Assistant

Purchase Ledger/Accounts Payable Administrator

Facilities Administrator - Helpdesk

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