Financial advisory support occupations Work, Jobs in Leeds, Wyk (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
2d
Client Services Associate - Onboarding - S&T
Lloyds Wealth —Leeds
- £28,045 - £30,850 a year
- Full-time
- Communication skills
- Annual leave
- Work from home
4d
Financial Administrator
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Paraplanner
Redmayne Bentley —Leeds
- £40,000 - £50,000 a year
- Full-time
- Financial services
- Communication skills
Pension Administrator
First Actuarial —Leeds
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Life insurance
Paraplanner
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Financial Planning Client Administrator
Evelyn Partners —Leeds
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
3d
Estate Planning Academy Associate
iTrust121 —York
- £24,000 - £30,000 a year
- Full-time
- Sales
- In-person
Quick apply
2d
Paraplanner
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Practice Administrator
4Life Wealth Management —Harrogate
- From £26,000 a year
- Full-time
- Financial services
- Business Administration
- In-person
- Free parking
- Life insurance
Quick apply
9d
Client Administrator
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
Quick apply
Experienced Financial Services Administrator
Budge and Company —Harrogate
- Full-time
- Financial services
- Communication skills
- Free parking
Pensions Administrator
Broadstone Corporate Benefits Limited —York
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Operations Executive - Scripts
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- Customer service
- English
- Microsoft Office
Quick apply
Financial Planning Client Administration Team Leader
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Leadership
Quick apply
Paraplanner
BBT Group —Wakefield
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Paraplanner
YorWealth —York
- £38,000 - £45,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
Paraplanner
YorWealth Ltd —York
- £42,000 - £45,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Tax experience
- Free parking
Quick apply
10d
Team Leader Client Administration
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Leadership
Quick apply
Senior Pension Administrator
First Actuarial —Leeds
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Life insurance

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Financial Planning Administrator

The Progeny Group Limited -
Leeds

Quick apply

Job details

Permanent | Full-time
2 days ago

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 advisory support occupations jobs in leeds, wyk

Financial Planning Administrator

Client Services Associate - Onboarding - S&T

Financial Administrator

Paraplanner

Pension Administrator

Paraplanner

Financial Planning Client Administrator

Estate Planning Academy Associate

Paraplanner

Practice Administrator

Client Administrator

Experienced Financial Services Administrator

Pensions Administrator

Operations Executive - Scripts

Financial Planning Client Administration Team Leader

Paraplanner

Paraplanner

Paraplanner

Team Leader Client Administration

Senior Pension Administrator

I want to receive the latest job alerts for financial advisory support occupations in leeds, wyk

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