Financial Planning Administrator

Financial Planning Administrator at Progeny

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.

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!

We operate a hybrid working model enabling home and office working, allowing you to balance your personal responsibilities/interests and connecting with your colleagues.

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 time frames, 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.

• 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…