Financial specialist Work, Jobs in Marlow, Bkm (with Salaries)

Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- CRM software
- Maths
- Mentoring
- Employee assistance programme
- Referral programme
Quick apply
Finance Assistant
Gordons Property Lawyers —Maidenhead
- £27,000 a year
- Full-time
- No experience needed
- In-person
- Free parking
- Store discount
Quick apply
Account Receivable Lead
Marketbridge —Marlow
- £21,000 - £24,000 a year
- Part-time
- Hybrid work
- Organisational skills
- Contracts
- Communication skills
- Annual leave
HR & Recruitment Manager - part-time 15 hours per week
Entel UK —Elstree
- Up to £80,000 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Office
- Free parking
- Sick pay
Quick apply
Visual Specialist
The White Company —Marlow
- Microsoft Powerpoint
- Microsoft Word
- Travel
- Employee discount
12d
B2B Marketing - Marketing Technology Executive
Marketbridge —Marlow
- £32,000 - £42,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Analytics
- Annual leave
11d
B2B Marketing - Account Manager
Marketbridge —Marlow
- £30,000 - £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Budgeting
- Communication skills
- Annual leave
Senior Account Manager
Audience Collective —London
- £48,000 - £50,000 a year
- Remote
- Continuous improvement
Quick apply
Account Manager
Equans —Oxford
- Full-time
- Computer literacy
- Continuous improvement
- Team management
- Annual leave
- Employee assistance programme
Software Support Consultant (Finance)
Mysoft —Fleet
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Time management
- Free parking
- Employee assistance programme
Quick apply
Specialist, R&D Contracts & Business Operations
CSL Behring —Maidenhead
- Full-time
- Bachelor's degree
- Organisational skills
- Contracts
Kubernetes Specialist
CGI —Reading
- Full-time
- DevOps
- Scripting
- Agile
Quick apply
Pensions Pricing Analyst
XPS Pensions Group —Reading
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee discount
- Referral programme
Business/Financial Analyst
Lucy Group Head Office —Oxford
- Bachelor's degree
- Travel
- Communication skills
Accounts Payable Specialist
Expert Property Care —Watford
- £30,000 - £35,000 a year
- Full-time
- Microsoft Excel
- English
- Administrative experience
Quick apply
3h
Junior Stewardship Analyst
Invesco —Henley on Thames
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Communication skills
- Annual leave
- Life insurance
Underwriter
PIB Group Services Ltd. —Hemel Hempstead
- Customer service
Quick apply
Finance Analyst RtR
DHL Supply Chain —Hounslow
- Hybrid work
- Communication skills
Audit and Accounts Trainee
Nunn Hayward LLP —Rickmansworth
- From £22,000 a year
- Full-time
- Analysis skills
- Bachelor's degree
- In-person
- Employee discount
Quick apply
9d
Finance Business Intelligence Analyst
Salutem Care & Education —Windsor
- £40,000 - £50,000 a year
- Travel

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financial specialist jobs near marlow, bkm

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

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 specialist jobs in marlow, bkm

Financial Planning Administrator

Finance Assistant

Account Receivable Lead

HR & Recruitment Manager - part-time 15 hours per week

Visual Specialist

B2B Marketing - Marketing Technology Executive

B2B Marketing - Account Manager

Senior Account Manager

Account Manager

Software Support Consultant (Finance)

Specialist, R&D Contracts & Business Operations

Kubernetes Specialist

Pensions Pricing Analyst

Business/Financial Analyst

Accounts Payable Specialist

Junior Stewardship Analyst

Underwriter

Finance Analyst RtR

Audit and Accounts Trainee

Finance Business Intelligence Analyst

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