Financial planning client administration team Work, Jobs in Leeds, Eng (with Salaries)

Financial Administrator
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Wealth Management Administrator - Hybrid
Argentis Group Limited —Harrogate
- Full-time
- Hybrid work
- Customer service
- Financial services
- Communication skills
- Employee discount
Quick apply
6d
Will Writing & Estate Planning Advisor - | Full Training |
Westminster Law ltd —Leeds
- £49,500 a year
- Full-time
- Hybrid work
- Google Suite
- Sales
- Microsoft Office
- Work from home
Quick apply
Contract Support Administrator
Wates —Bradford
- Hybrid work
- Microsoft Office
- Contracts
- Communication skills
Administrator
Bupa —Horsforth
- £16,740 a year
- Part-time
- Hospitality
- Customer service
- Microsoft Office
- Employee discount
- Gym membership
Quick apply
Sales Director - Asset Management (New Business)
UST —Leeds
- Sales
- Master's degree
- Business development
Quick apply
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
Senior Project Manager
BAM UK & Ireland —Leeds
- Monday to Friday
- Management
- Engineering
- Project management
Project Manager
Mott MacDonald —Leeds
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Project management
- Presentation skills
- Employee discount
Healthcare Solutions Manager
MedoNext Healthcare Solutions Ltd. —Leeds
- £46,000 - £62,000 a year
- Full-time
- Management
- Supervising experience
- Bachelor's degree
- Health & wellbeing programme
- Language training provided
Quick apply
6d
Day Care Manager
Leeds City Council —Leeds
- £38,220 - £40,777 a year
- Full-time
- Supervising experience
- Communication skills
- School
- Annual leave
6d
Private Client Compliance Trust Tax Manager/Senior Manager
AAB —Leeds
- Hybrid work
- Microsoft Excel
- Leadership
- Tax experience
- Annual leave
- Employee assistance programme
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
18h
Delivery Lead, Euston
Arcavia Consulting —Leeds
- English
- Analysis skills
- Project management
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
12d
Corporate Tax Assistant Manager - North
KPMG —Leeds
- Full-time
- Accounting
- Tax experience
4d
Transformation Partner
Oakdale Group —Harrogate
- £55,000 - £55,001 a year
- Hybrid work
- No degree
- Patient care
- Organisational skills
- Annual leave
- Employee discount
Quick apply
6d
Project Manager (Water Sector)
WSP —Leeds
- Part-time
- Hybrid work
- Project management
- Contracts
- Flexitime
- Work from home
Lead Contract Support
CBRE —Leeds
- Full-time
- Microsoft Excel
- Contracts

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Financial Administrator

Perspective Financial Group
Leeds

Apply Now

Job details

Permanent

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Financial planning
Microsoft Outlook
Administrative experience
Communication skills

Full job description

Perspective (North East) Ltd / Perspective (BLM)

Job Description

We have a fantastic vacancy for a Financial Administrator to join our busy Oulton Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Office: Perspective (BLM)
Location: Oulton, Leeds
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Office Location

Oulton, Leeds Office95 Aberford RoadOultonLeedsLS26 8SL

Requirements

You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
You will also be skilled in, or have the ability to learn:

Good working knowledge of IO and Platform.
Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
Management and prioritising workloads.
Excellent planning, organisational and multi-tasking abilities.
Analytical and problem-solving skills.
Flexibility/adaptability to cope with change.
Excellent communication skills at all levels.
A team player with a positive attitude.

Responsibilities

This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:

Client correspondence, written and verbal.
Processing New Business.
Preparation of client review packs.
Arranging client meetings and managing the Adviser’s diary.
Illustration requests.
Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
Taking phone calls, enquiries and requests, and handling them where appropriate.
Back-office support.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Enhanced Parental Leave, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

BirthdayLeave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

ExtraDiscount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

FamilyFriendlyPolicy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

Perspectiveplus
Shaped around you

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Apply Now

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