Financial Planning Administrator

The Financial Planning Administrator (internally known as Client Executive) is an integral member of our team in delivering outstanding client experience. Based at Progeny’s Ropewalk office in Nottingham – formerly Fiscal Engineers, a firm with a respected track record in high‑net‑worth wealth management – this role works closely with our Paraplanners and Financial Planners to manage specialised administration tasks and maintain positive client relationships.

Additionally, you may assist with cases across other client segments.

The role requires someone who is detailed-orientated, committed to delivering high quality work, and enjoys working with information and data. As you will be taking on more technical tasks and complex queries, an analytical and solution-focused mindset will be beneficial.

A supportive and willing team member, you will be passionate about providing the best service to our clients and colleagues and enjoy working in partnership with the team to ensure we deliver great outcomes.

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 have responsibility for:

• Client service: helping to resolve client queries, preparing for client meetings and maintaining positive client relationships.
• Managing documentation: ensure thorough preparation, review and management of client documentation and maintain comprehensive client files.
• Client account management: ensure any additional client requests are completed including all client post meeting actions.
• Process management: undertake all processes required and manage intricate tasks.
• Completing transactions: perform trading independently such as switches, withdrawals and contributions.
• Liaising with providers: deal with providers regarding transactions and submissions.
• Data and system management: using platforms and systems to complete various duties ensuring data integrity and accuracy across all client records. Ensure our CRM is kept fully accurate and up to date. Manage portal activities.
• Supporting the team: share knowledge and best practice and assist in team training and strategic projects.

• Our clients and colleagues receive a positive experience
• Workload is managed efficiently and effectively in line with set KPIs and SLAs
• Documentation and records are accurately maintained and in accordance with regulatory standards
• Effective communication is maintained with your team and Financial Planners
• Collaborative and supportive of the teams needs
• Demonstrates commitment to building and maintaining knowledge of financial services and client relationship management
• Shares knowledge and best practice, contributing to continuous improvement
• An engaged and positive member of the team

The role holder will have experience working in a professional environment (2+ years) preferably within financial services and possess a good understanding of financial products and FCA principles. You will be fully proficient in Microsoft Office, possess good knowledge about different provider platforms and be confident producing and analysing reports.

As someone who enjoys delivering high quality, thorough work that meets the needs of our clients and colleagues, you will possess good organisational skills together with an ability to manage different priorities.

With a collaborative and supportive approach, you will be a trusted member of the team who is eager to contribute, share ideas and coach others.

You will be able to work autonomously escalating where appropriate for support on more complex matters. You will be comfortable taking on new tasks and eager to develop your technical knowledge and skills.

The Client…