Financial planning client administration team Work, Jobs in Headingley, Wyk (with Salaries)

Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Estate Planning Academy Associate
iTrust121 —York
- £24,000 - £30,000 a year
- Full-time
- Sales
- In-person
Quick apply
Financial Administrator
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Senior Associate Client Administration
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
Quick apply
5d
Sales Director - Asset Management (New Business)
UST —Leeds
- Sales
- Master's degree
- Business development
Quick apply
Wealth Management Administrator - Hybrid
Argentis Group Limited —Harrogate
- Full-time
- Hybrid work
- Customer service
- Financial services
- Communication skills
- Employee discount
Quick apply
14d
Corporate Tax Assistant Manager - North
KPMG —Leeds
- Full-time
- Accounting
- Tax experience
12d
Administrator
Bupa —Horsforth
- £16,740 a year
- Part-time
- Hospitality
- Customer service
- Microsoft Office
- Employee discount
- Gym membership
Quick apply
IT Field Engineer
TIEVA —Leeds
- £29,000 a year
- Full-time
- Azure
- Customer service
- Windows
- Employee assistance programme
- Life insurance
Quick apply
13d
Resource Manager (Professional Services)
beqom —Leeds
- Full-time
- Remote
- Microsoft Excel
- English
- Analysis skills
Quick apply
6d
International Trade Manager
PK Saudi Trade Solutions Ltd —Leeds
- £45,000 - £60,000 a year
- Full-time
- Supervising experience
- Bachelor's degree
- In-person
- Language training provided
Quick apply
Private Client Compliance Trust Tax Manager/Senior Manager
AAB —Leeds
- Hybrid work
- Microsoft Excel
- Leadership
- Tax experience
- Annual leave
- Employee assistance programme
Independent Financial Advisor
Clarity Wealth Limited —Leeds
- £60,000 - £100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- IT
- Financial services
- Free parking
- Employee discount
Quick apply
Programme Manager
Sigma Retail Group —Middleton
- £35,000 - £38,000 a year
- Hybrid work
- Microsoft Excel
- Management
- Microsoft Office
- Employee assistance programme
- Employee discount
Quick apply
4d
Infrastructure Services Manager
Riego Infrastructure Services Ltd —Leeds
- £45,000 - £71,000 a year
- Full-time
- Supervising experience
- Bachelor's degree
- In-person
- Referral programme
Quick apply
8d
Associate Asset Management Consultant - Water Sector
Arup —Leeds
- Management
- Engineering
- Business development
5d
Head of Commercial (Yorkshire Water)
Lanes Group —Bradford
- Full-time
- Hybrid work
- Civil engineering
- Business development
- Contracts
Quick apply
11d
Senior Associate - Wills, Probate, Tax & Trusts
Flint Bishop —York
- Full-time
- Business development
- Communication skills
- Tax experience
- Employee discount
- Life insurance
Quick apply
Senior Associate/Legal Director-Private Client Advisory-Leeds
Irwin Mitchell —Leeds
- Full-time
Private Client Compliance - Trusts Manager
Cooper Parry —Leeds
- Full-time
- Remote
- Tax experience

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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

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 planning client administration team jobs in headingley, wyk

Financial Planning Administrator

Estate Planning Academy Associate

Financial Administrator

Senior Associate Client Administration

Sales Director - Asset Management (New Business)

Wealth Management Administrator - Hybrid

Corporate Tax Assistant Manager - North

Administrator

IT Field Engineer

Resource Manager (Professional Services)

International Trade Manager

Private Client Compliance Trust Tax Manager/Senior Manager

Independent Financial Advisor

Programme Manager

Infrastructure Services Manager

Associate Asset Management Consultant - Water Sector

Head of Commercial (Yorkshire Water)

Senior Associate - Wills, Probate, Tax & Trusts

Senior Associate/Legal Director-Private Client Advisory-Leeds

Private Client Compliance - Trusts Manager

I want to receive the latest job alerts for financial planning client administration team in headingley, wyk

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