Financial Planning Administrator

Join Progeny as a Financial Planning Administrator (Client Executive) and play a key role in delivering outstanding client experiences. You will provide specialized administration support, manage client relationships, and work closely with Paraplanners and Financial Planners. This role offers opportunities for career advancement, skill development, and exposure to various areas of wealth operations.

• Acting as a point of contact for clients, resolving client queries, preparing for client meetings and maintaining positive client relationships.
• Ensuring thorough preparation, review and management of client documentation and maintaining comprehensive client files and reports.
• Performing trading independently, such as switches, withdrawals and contributions, and managing all tasks within the Client Executive centre of excellence.
• This opportunity is ideal for someone who enjoys working autonomously when needed, as well as working collaboratively, contributing ideas and sharing knowledge with others
• We are seeking someone who has gained some experience working in financial services (2+ years) and is motivated by delivering high-quality work
• 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
• Methodical and organised – motivated to deliver high-quality work, with great levels of attention to detail and experience of managing different priorities
• Numerate – You have a good aptitude for numbers and enjoy applying them to real-world scenarios
• 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
• 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
• 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
• Financial Services experience – you will bring a minimum of 2 years’ experience with a good understanding of financial products and FCA principles
• No qualification in Financial Services/Planning? No problem! Whilst working towards or holding a qualification in Financial Services 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