Overview
We are looking for several Financial Planning Administrators (internally known as Client Executives) to join our team. You will manage specialised administration support and maintain excellent client relationships. You will work with Paraplanners and Financial Planners to assist on cases for a wide range of clients, and you will be empowered to take on new tasks, develop specialist knowledge, and become a go-to person in your team.
We are seeking someone with 2+ years of experience in financial services who is motivated by delivering high-quality work. This role suits someone who can work autonomously when needed, and collaboratively when required, sharing ideas and knowledge with others. This role offers opportunities to expand knowledge about financial services, FCA principles, develop technical expertise, and support the learning of others.
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 additional client requests within set timeframes, including all 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 tasks.
* Liaising with providers: dealing professionally with third-party providers regarding transactions and submissions.
* Data and system management: using platforms and systems to complete duties, ensuring data integrity and accuracy across client records, and maintaining CRM data up to date.
About you
To thrive in the role, you will be/have:
* Financial services experience — a minimum of 2 years’ experience with a good understanding of financial products and FCA principles.
* Client-focused — experienced and thriving in a client-facing role with a genuine interest in clients’ needs and a proactive, effective, and efficient approach to supporting stakeholders.
* A confident platform and tech user — proficient in Microsoft Office, knowledgeable about provider platforms, and able to produce and analyse reports.
* Methodical and organised — motivated to deliver high-quality work with strong attention to detail and ability to manage priorities.
* Excellent interpersonal skills — a collaborative team member who builds strong relationships and is eager to contribute, coach others, and be a go-to person for Associate Client Executives.
* Supporting others — keen to support colleagues’ learning and professional growth and to share knowledge.
* Self-driven and autonomous — happy to work independently and keen to develop and maintain technical knowledge to support the wider team.
* Numerate — good aptitude for numbers and applying them to real-world scenarios.
No qualification in Financial Services/Planning? No problem. While working towards or holding a qualification 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. If you are interested, please submit your application as early as possible.
Benefits
* 30 days holiday plus public holidays
* 3 days of celebratory leave for birthdays, wellbeing, volunteering, or other events important to you
* Private medical insurance, 24/7 digital GP and health advice
* Employee assistance programme for mental and physical health support
* Group pension scheme
* Life assurance
* 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. At Progeny, we believe in using our success to make a positive impact. We founded the Progeny Foundation to support local charities and hold B-Corp certification. We are proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
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