Financial management specialist Work, Jobs in Leeds, Eng (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
Assistant Manager, Financial Due Diligence - M&A
Deloitte —Leeds
- Hybrid work
- Microsoft Excel
- Analysis skills
- Presentation skills
5d
Financial Controller
STRAT7 —Leeds
- £60,000 - £70,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Management
- Microsoft Office
Quick apply
Deal Operations Specialist
Trimble —Leeds
- Full-time
- Google Suite
- Microsoft Excel
- Salesforce
Managing Director
Techbelt —Elland
- £110,000 - £125,000 a year
- Full-time
- Sales
- Engineering
- Master's degree
- Relocation assistance
Quick apply
Management Accountant
Guide Fly Fishing Ltd —Sherburn in Elmet
- £38,000 - £48,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Agile
- Work from home
- Employee discount
Quick apply
11d
Customer Relationship Executive
Zenith —Leeds
- Up to £29,705 a year
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
- Annual leave
Executive Assistant
Zenith —Leeds
- Up to £50,232 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- Organisational skills
- Free parking
- Annual leave
3d
Audit Quality - Corporate Reporting Advisory Senior Manager
BDO —Leeds
- Full-time
- Accounting
- Communication skills
Junior Compliance Auditor (Non Financial)
Waves Consultancy Ltd —Bradford
- Up to £34,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Travel
Quick apply
6d
SAP Order to Cash Specialist
Bakkavor —Leeds
- Computer Science
- Master's degree
- Bachelor's degree
- Employee discount
- Life insurance
SAP Record to Report Specialist
Bakkavor —Leeds
- Azure
- Computer Science
- Master's degree
- Employee discount
- Life insurance
12d
Internal Communications Lead
Zenith —Leeds
- £30,000 - £35,000 a year
- Organisational skills
- Annual leave
- Employee assistance programme
4d
Lead Engineer (Specialist) in DIGITAL ENTERPRISE SERVICES
Bank of England —Leeds
- £72,320 - £81,360 a year
- Full-time
- Hybrid work
- Azure
- DevOps
- SQL
- Annual leave
- Flexible schedule
Lead ER Specialist
Anchor —Bradford
- £42,000 a year
- Hybrid work
- Management
- Supervising experience
- Human resources
- Employee discount
2d
Senior Category Specialist (Technology & Services)
System C —Leeds
- Full-time
- Negotiation
Legal Administrator Leeds
Bevan Brittan —Leeds
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Employee assistance programme
Senior Social Media & Content Executive - Intermediary
Leeds Building Society —Leeds
- £40,000 - £44,000 a year
- Hybrid work
- Social media management
- Financial services
- Flexible schedule
Associate Director - FM Operational Readiness
Turner & Townsend —Leeds
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
VAT Specialist
Redmayne Bentley —Leeds
- £45,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- No degree
- Work from home

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financial management specialist jobs near leeds, eng

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 management specialist jobs in leeds, eng

Financial Planning Administrator

Assistant Manager, Financial Due Diligence - M&A

Financial Controller

Deal Operations Specialist

Managing Director

Management Accountant

Customer Relationship Executive

Executive Assistant

Audit Quality - Corporate Reporting Advisory Senior Manager

Junior Compliance Auditor (Non Financial)

SAP Order to Cash Specialist

SAP Record to Report Specialist

Internal Communications Lead

Lead Engineer (Specialist) in DIGITAL ENTERPRISE SERVICES

Lead ER Specialist

Senior Category Specialist (Technology & Services)

Legal Administrator Leeds

Senior Social Media & Content Executive - Intermediary

Associate Director - FM Operational Readiness

VAT Specialist

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