Senior financial administrator Work, Jobs in Wetherby, 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 Administrator
Pen-Life Associates Ltd —York
- £26,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
School Administrator
North Yorkshire Council —Selby
- £25,621 - £25,989 a year
- Call to connect
- Microsoft Outlook
- Administrative experience
- IT
1d
Corporate Risk & Healthcare Administrator
Swiss Life Global Solutions —Leeds
- Microsoft Excel
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
Senior Associate, Restructuring & Insolvency
K3 Advisory Group —Leeds
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
7h
Senior Modern Workplace Solutions Architect
TIEVA —Leeds
- Full-time
- Remote
- Azure
- SharePoint
- Communication skills
- Free parking
- Employee assistance programme
Quick apply
Head of Fundraising
St George's Crypt —Leeds
- £45,759.48 a year
- Full-time
- Analysis skills
- Driving
- In-person
- Health & wellbeing programme
- Employee discount
Quick apply
1d
Underwriter
AmTrust International —Bradford
- Microsoft Excel
- Microsoft Office
- Analysis skills
4d
Group Regulatory Administrator
JMG Group —Leeds
- Full-time
- Hybrid work
- IT
- Financial services
- Communication skills
- Referral programme
Quick apply
Senior Associate - Construction Professional Indemnity
DAC Beachcroft —Leeds
- Hybrid work
Quick apply
Senior Project Manager
Gleeds —Leeds
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
Business Manager, Yorkshire and the Humber Probation Service, Full Time, Kirklees
HM Prison & Probation Service —Dewsbury
- £30,001 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee discount
4d
Senior Building Surveyor
Gleeds —Leeds
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme

Other jobs to consider

Find your next job by exploring related positions.

Chief Business Operations Officer
Ajwad Al Karam Holdings Ltd. —Leeds
MBA or equivalent executive-level qualification is highly advantageous. Strong commercial, financial, and organizational acumen.
£135,000 - £175,000 a year
Quick apply
14d
Investigator
Lloyds Banking Group —Leeds
This includes identifying and managing conflicts of interest throughout, protecting the identity of Speak Up reporters, handling sensitive information with care…
£67,023 - £74,470 a year

I want to receive the latest job alerts for senior financial administrator in wetherby, wyk

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

senior financial administrator jobs in wetherby, wyk

Senior Financial Planning Administrator

Senior Administrator

School Administrator

Corporate Risk & Healthcare Administrator

Senior Associate, Restructuring & Insolvency

Senior Modern Workplace Solutions Architect

Head of Fundraising

Underwriter

Group Regulatory Administrator

Senior Associate - Construction Professional Indemnity

Senior Project Manager

Business Manager, Yorkshire and the Humber Probation Service, Full Time, Kirklees

Senior Building Surveyor

Other jobs to consider

I want to receive the latest job alerts for senior financial administrator in wetherby, wyk

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected