Financial planning manager 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
Senior Account Manager - Education
HippoDigital —Leeds
- Up to £60,000 a year
- Hybrid work
- Travel
- Contracts
- In-person
- Employee discount
Financial Planning & Reporting Analyst
Redmayne Bentley —Leeds
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
6d
Procurement and Planning Manager
IPL Schoeller —Castleford
- Sales
- ERP systems
- Master's degree
Quick apply
9d
Resource Planner
Novuna —Leeds
- £40,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
13d
Account Manager
Orean Personal Care Limited —Cleckheaton
- Full-time
- Sales
- ERP systems
- Microsoft Office
- Life insurance
- Sick pay
Quick apply
7d
Strategic Proposals Manager
Pharmacy2U —Leeds
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Financial Planning & Analysis Analyst
Avnet —Leeds
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Bachelor's degree
- Free parking
Marketing Strategy & Planning Manager
Lloyds Banking Group —Leeds
- £61,344 - £74,976 a year
- Full-time
- Hybrid work
- IT
- Financial services
- Communication skills
4d
Business Unit Director
SBFM —Leeds
- Continuous improvement
- Leadership
- Free parking
Branch Manager
CCF —Leeds
- Full-time
- Customer service
- Communication skills
- Employee discount
Bid Manager
JLA —Sowerby Bridge
- Up to £50,000 a year
- Full-time
- Project management
- Organisational skills
- Construction
- Free parking
- Annual leave
Quick apply
13d
Financial Services Administrator
Little & Georgiou —Hipperholme
- Up to £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Flexitime
- Employee discount
Quick apply
5d
Paraplanner
Redmayne Bentley —Leeds
- £40,000 - £50,000 a year
- Full-time
- Financial services
- Communication skills
11d
Business Graduate - Leeds - 2026
CGI —Leeds
- Full-time
- Travel
- Organisational skills
- Business
Quick apply
Markets and Transactions Manager
Ameresco —Leeds
- Full-time
- Organisational skills
- Contracts
Finance Manager
Leeds City Council —Leeds
- £46,142 - £49,282 a year
- Full-time
- Hybrid work
- Management
- Analysis skills
- Supervising experience
- Annual leave
- Flexible schedule
6d
Account Manager
Jaywing —Leeds
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Marketing
3d
Finance Business Partner
University of York —University of York
- £46,049 - £56,535 a year
- Full-time
- University
- Business
- Communication skills
4d
National Account Manager
Kirsty's —Harrogate
- £45,000 - £65,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Salesforce
- Continuous improvement
- Free parking
- Work from home
Quick apply
7d

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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 manager jobs in leeds, eng

Senior Financial Planning Administrator

Senior Account Manager - Education

Financial Planning & Reporting Analyst

Procurement and Planning Manager

Resource Planner

Account Manager

Strategic Proposals Manager

Financial Planning & Analysis Analyst

Marketing Strategy & Planning Manager

Business Unit Director

Branch Manager

Bid Manager

Financial Services Administrator

Paraplanner

Business Graduate - Leeds - 2026

Markets and Transactions Manager

Finance Manager

Account Manager

Finance Business Partner

National Account Manager

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

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected