Strategic accounts support Work, Jobs in Leeds, Wyk (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 – Strategic Accounts & Growth
Shortlister —York
- £45,000 - £65,000 a year
- Full-time
- Business development
Quick apply
Senior Account Manager - Education
HippoDigital —Leeds
- Up to £60,000 a year
- Hybrid work
- Travel
- Contracts
- In-person
- Employee discount
Management Accountant
Aire Valley Consultancy Limited —Leeds
- £36,000 - £40,000 a year
- Full-time
- Analysis skills
- Supervising experience
- Mentoring
- Free parking
- Sick pay
Quick apply
12d
Regional Manager - Leeds
Gateway Facilities Management Ltd —Leeds
- Full-time
- Management
- Sales
- Microsoft Office
Quick apply
3d
Managing Director
Boxbar Tech —Wakefield
- £90,000 - £110,000 a year
- Full-time
- Hospitality
Quick apply
5d
Account Manager
Minster Law —Wakefield
- Hybrid work
- Agile
Finance Business Partner
Leeds City Council —Leeds
- £46,142 - £49,282 a year
- Full-time
- Hybrid work
- Management
- Analysis skills
- Supervising experience
- Annual leave
- Flexible schedule
4d
Account Manager
Jaywing —Leeds
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Marketing
1d
Finance Manager
Build the Bandwagon —Harrogate
- £30,000 - £40,000 a year
- Part-time
- Microsoft Excel
- Management
- Presentation skills
- Flexitime
Quick apply
4d
Business Unit Director
SBFM —Leeds
- Continuous improvement
- Leadership
- Free parking
Finance Manager
Vintage Cash Cow —Morley
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
Quick apply
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
4d
Cybercrime Investigator
HM Revenue and Customs —Leeds
- £37,682 - £40,705 a year
- Part-time
- Hybrid work
- Data analysis skills
- English
- Presentation skills
- Work from home
11d
Assistant Director - Portfolio Management
National Wealth Fund —Leeds
- £90,000 - £110,000 a year
- Full-time
- Hybrid work
1d
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
5d
Account Executive
Naviam —Leeds
- Sales
- English
- Communication skills
Quick apply
Customer Success Lead
Pharmacy2U —Leeds
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
Head of Trade Aftermarket (UK)
Ring Automotive Ltd. —Leeds
- Full-time
- Hybrid work
- Analysis skills
- Leadership
- Communication skills
- Free parking
- Annual leave
Practice Manager
Mulberry Street Medical Practice —Pudsey
- £45,000 - £50,000 a year
- Full-time
- Management
- Supervising experience
- Patient care
Quick apply
10d

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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

strategic accounts support jobs in leeds, wyk

Senior Financial Planning Administrator

Senior Account Manager – Strategic Accounts & Growth

Senior Account Manager - Education

Management Accountant

Regional Manager - Leeds

Managing Director

Account Manager

Finance Business Partner

Account Manager

Finance Manager

Business Unit Director

Finance Manager

Finance Manager

Cybercrime Investigator

Assistant Director - Portfolio Management

National Account Manager

Account Executive

Customer Success Lead

Head of Trade Aftermarket (UK)

Practice Manager

I want to receive the latest job alerts for strategic accounts support in leeds, wyk

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