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IFA Administrator The Progeny Group - Leeds LS1 4DL £20,000 - £26,000 a year - Temporarily remote Apply with Indeed Job Title: Wealth Administrator Location: Leeds Salary: £20,000 - £26,000 Are you interested in working for a company that is progressive, innovative, and poised for continued growth? Are you keen to join a people-focused company that is working to engender diversity within the financial sector? A company that is using technology to their advantage rather than detriment? If so, Progeny is the way to go! Could you excel in this role? Progeny’s growing Wealth division is searching for a Wealth Administrator who will work collaboratively with Financial Planners and Paraplanners, supporting with a variety of administrative tasks and ensuring both their portfolios of private and corporate clients receive an exceptional level of service while complying with FCA rules and regulation. The Wealth division is made up of a fast paced and dynamic team who need a detail-orientated and self-starting individual to join them. You will support new business requirements through processing and submitting a wide range of pensions, life assurance and investment business. More importantly you will respond to client and planner requests, dealing with these in a timely manner. Do you have what it takes? Experience in areas such as Platforms, Pension, Investments, Protection and Corporate Scheme Excellent attention to detail with an ability to focus Proactive and enthusiastic individual Excellent organisational and customer care skills Exceptional time management and interpersonal skills Refer to our job description to review in more detail. Why work with us? Progeny is a unique framework of coordinated advice and insight across independent financial planning, investment management, tax services, HR and legal counsel. We are an award-winning business who are proud partners of the ‘Are You In?’ movement, supporters of Dreams Come True and Martins’ House charities, and signatories of the HM Treasury Women in Finance Charter. Some of our benefits include 25 days holidays (increasing to 30 days with service) plus bank holidays and a birthday holiday. We also offer group pension scheme, life assurance and private healthcare scheme including mental healthcare. But that’s not all, refer to our benefits page to review in more detail. Additional info This is a permanent role with full time hours and is currently a remote position, however, will be predominantly office based once feasible. If you think you’ve got what it takes to join our fast-paced team, click “apply”, fill out our brief application form and attach your CV. We are an equal opportunities employer, committed to providing equal opportunities for all and will treat all job applicants fairly at each stage of the recruitment and selection process. For some positions we may require a DBS check. Dependent on the role – we are open to receiving graduate level applications. 2 days ago - apply on company site
Job Listing
Showing 1 - 10 out of 10
West Yorkshire - Leeds
The Wealth division is made up of a fast paced and dynamic team who need a detail-orientated and self-starting individual to join them. You will support new business requirements through processing and submitting a wide range of pensions, life ass ... See more
West Yorkshire - Leeds
Our Asset Management team has experienced huge success over the past year and are now expanding, with a new opportunity for an individual who can provide both administrative and operational support to our Investment Managers. This is a role offering ... See more
West Yorkshire - Leeds
The Wealth division is made up of a fast paced and dynamic team who need a detail-orientated and self-starting individual to join them. You will support new business requirements through processing and submitting a wide range of pensions, life ass ... See more
West Yorkshire - Leeds
To provide first class administration and HR system support to the business in relation to supporting the HR manager looking after employees across the business. Support includes looking after key paperwork and processes relevant from the start of th ... See more
West Yorkshire - Leeds
You will be a key asset in the sales department, working alongside like-minded, passionate and generally lovely bunch of people. Your role will be to support the sales and accounts teams in processing any and all documentation associated with sale ... See more
West Yorkshire - Leeds
Their sales team are very busy and to ensure that their customer expectations are met they require a strong sales administrator with good organizational skills and a sound background gained within the motor trade. The ideal candidate will be an expe ... See more
West Yorkshire - Leeds
Customer service and rapport building with clients and candidates Administration tasks related to the role Providing a full end to end recruitment process for our clients and candidates Sourcing potential candidates from leading job sites an ... See more
West Yorkshire - Leeds
Using Kerridge to input data, invoicing and taxing vehicles and managing delivery paperwork Completing weekly lease company updates and liaise with end user contacts regarding delivery Checking that orders match the specification of vehicle, a ... See more
West Yorkshire - Leeds
You will support the Global Commerce team in managing intake forecasts versus target and capacity globally. In this role, you will work closely with Assistant Intake Planner to ensure that intake targets are met and help to resolve any problems that ... See more
West Yorkshire - Leeds
You will be the business partner to the Director of Membership and Retention and Director of Operations with responsibility for advising on all aspects of financial management including commercial pricing, budgeting and forecasting, financial analysi ... See more