Financial planning administrator Work, Jobs in Leeds, Eng (with Salaries)

Senior Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Employee assistance programme
- Referral programme
Quick apply
Financial Planning Administrator
Exchange Street Claims & Financial Services —Wetherby
- £35,000 a year
- Hybrid work
- Free parking
Financial Administrator
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Administration Team Leader
Recruit UK —Leeds
- £35,000 - £45,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Management
Finance Administrator
thebigword —Leeds
- £24,851.23 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Communication skills
Quick apply
Part Time Financial Services Administrator
Spa Wealth Management UK Ltd —Knaresborough
- £13.75 an hour
- Part-time
- Microsoft Office
- Organisational skills
- IT
- Flexitime
- Flexible schedule
Quick apply
23h
Client Administrator
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
Quick apply
Financial Services Administrator
Barker Sutcliffe & Associates Ltd —Skipton
- £14 - £17 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
6d
Project Support Coordinator
Arcus FM —Leeds
- £29,159 - £35,639 a year
- Full-time
- Project management
- Quality control
- Travel
- Annual leave
Quick apply
5d
PA and Team Administrators in Cyber Team, Sector Resilience Division - SRS
Bank of England —Leeds
- £23,360 - £26,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Administrative experience
- Annual leave
Operations Support Manager - Pontefract, Scunthorpe, Harrogate
Medivet Group Ltd —Wakefield
- £38,000 a year
- Weekend availability
- Microsoft Outlook
- Travel
- Organisational skills
4d
Business Support Coordinator/Administrator
Avove —Brighouse
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Employee assistance programme
Quick apply
Client Implementation Associate
Aon Corporation —Leeds
- Communication skills
10d
Project Administrator (Special Projects)
AVK —Clayton West
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Accounting
- Annual leave
Quick apply
Administrator
Bupa —Leeds
- £16,740 a year
- Part-time
- Hospitality
- Customer service
- Microsoft Office
- Employee discount
- Gym membership
Quick apply
6d
IFA Administrator
Capio Recruitment Financial Planning —Leeds
- £25,000 - £32,000 a year
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
Corporate Risk & Healthcare Administrator
Swiss Life Global Solutions —Leeds
- Microsoft Excel
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
IT Workday Systems Administrator
Gleeds —Leeds
- Human resources
- IT
- Construction
- Employee assistance programme
Team Leader Client Administration
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Financial services
Quick apply
Payroll Administrator
Stage One —York
- Up to £32,000 a year
- Monday to Friday

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Senior 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

Financial planning
Microsoft Office

Full job description

We are looking for a Senior Financial Planning Administrator (known internally as Senior Client Executive) to join our team and support the delivery of outstanding client experience at Progeny as part of our high-value client proposition. You will work alongside our knowledgeable Paraplanners and Financial Planners to manage clients with significant portfolios through the provision of specialised administration and handling complex transactional work.

A natural communicator who takes pride in building strong relationships, you will develop rapport with clients and ensure a trusting relationship is built over time, delighting them with your proactivity, diligence and commitment to supporting them in achieving their goals. You will also assume the role of a subject matter expert within the team and support others with their learning.

We are seeking someone who can work independently and thrives in a fast-paced environment. You will be effective in delivering multiple priorities, whilst ensuring high-quality, accurate work. You will also need three plus years in financial planning/supporting the financial planning journey to contribute to team results from day one.

This role offers great opportunities to -

Work on complex cases that are mentally stimulating, with plenty of opportunities to apply critical thinking and problem-solving on a daily basis.
Interact regularly with high-value clients and develop rewarding long-term relationships.
Play a key role in the development of your colleagues through the delivery of training and assuming a mentoring role.

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.

What you will do

Working at a senior level, you will take responsibility for:

Client service: acting as a point of contact for clients, managing high-value client matters and queries, preparing for client meetings and building long-term, trusting relationships with clients.
Managing documentation: ensuring thorough preparation, review and management of client documentation and maintaining comprehensive client files and reports.
Client account management: completing any additional high-value client requests within set timeframes, including all client post-meeting actions.
Process management: undertaking all processes required within the Client Executive centre of excellence and managing intricate tasks.
Technical work: performing tasks such as CGT checks, running annuity and protection quotes, illustrations, completing annual reviews and assessment of suitability letters.
Supporting the team: sharing knowledge and best practice, deputising for Client Executive Managers, acting as a point of escalation for colleagues and assisting in team training and strategic projects.
Data and system management: Maintaining the accuracy of our CRM and ensuring this is accurate and kept up to date, and managing portal activities, including advanced functions.

About you

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

Financial Services experience – you will bring a minimum of 3 years’ experience with a good understanding of financial products and FCA principles.
Client-focused – experienced and thrive in a client-facing role, a client-centric mindset and passion for delivering operational excellence is essential for this role.
A confident platform and tech user – fully proficient in the use of Microsoft Office, are knowledgeable about different provider platforms and able to confidently produce and interpret 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.
Supporting others – keen to support others with their learning and professional growth, you will be motivated to share your knowledge and take the initiative to upskill your colleagues where possible.
Self-driven and autonomous – happy to work autonomously and eager to develop and maintain your technical knowledge/skills to support the wider team.

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
Enhanced 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.

We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.

Quick apply

Refine Your Search

financial planning administrator jobs in leeds, eng

Senior Financial Planning Administrator

Financial Planning Administrator

Financial Administrator

Administration Team Leader

Finance Administrator

Part Time Financial Services Administrator

Client Administrator

Financial Services Administrator

Project Support Coordinator

PA and Team Administrators in Cyber Team, Sector Resilience Division - SRS

Operations Support Manager - Pontefract, Scunthorpe, Harrogate

Business Support Coordinator/Administrator

Client Implementation Associate

Project Administrator (Special Projects)

Administrator

IFA Administrator

Corporate Risk & Healthcare Administrator

IT Workday Systems Administrator

Team Leader Client Administration

Payroll Administrator

I want to receive the latest job alerts for financial planning administrator in leeds, eng

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