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- Tasks: Provide specialised admin support and manage client relationships in a hybrid environment.
- Company: Progeny, a supportive team focused on financial planning.
- Benefits: Growth opportunities and a collaborative atmosphere.
- Other info: Proactive and client-centric approach is essential.
- Why this job: Join a dynamic team and make a real impact in financial services.
- Qualifications: 2+ years of financial services experience and strong interpersonal skills.
The predicted salary is between 30000 - 40000 £ per year.
Progeny is seeking a Financial Planning Administrator (Client Executive) in Cambridgeshire to provide specialised admin support and manage client relationships. You will work in a hybrid environment alongside Paraplanners and Financial Planners, ensuring high-quality service and documentation management.
Ideal candidates should have 2+ years of financial services experience and strong interpersonal skills, being proactive and client-centric. The role offers growth opportunities and a supportive team atmosphere.
Client Executive | Financial Planning Administrator (Hybrid) employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Executive | Financial Planning Administrator (Hybrid)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research Progeny and understand their values and services. Tailor your responses to show how your experience aligns with their client-centric approach and how you can contribute to their supportive team atmosphere.
✨Tip Number 3
Show off your interpersonal skills! During interviews, be sure to highlight examples of how you've built strong client relationships in the past. This will demonstrate that you're proactive and ready to provide high-quality service.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Executive | Financial Planning Administrator (Hybrid)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services. We want to see how your skills align with the role of a Financial Planning Administrator, so don’t be shy about showcasing your client-centric approach!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your proactive nature can benefit our team. Remember, we love a good story, so make it personal!
Show Off Your Interpersonal Skills: Since this role involves managing client relationships, it’s crucial to demonstrate your strong interpersonal skills. We want to know how you’ve successfully interacted with clients in the past, so share specific examples!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Progeny
✨Know Your Financial Stuff
Make sure you brush up on your financial services knowledge. Understand the basics of financial planning and be ready to discuss how your experience aligns with the role. Progeny is looking for someone who can hit the ground running, so show them you know your stuff!
✨Show Off Your Interpersonal Skills
Since this role involves managing client relationships, be prepared to demonstrate your strong interpersonal skills. Think of examples from your past where you've successfully built rapport with clients or resolved conflicts. This will highlight your client-centric approach.
✨Be Proactive in Your Responses
Proactivity is key in this role. When answering questions, don’t just respond—think ahead! Discuss how you would handle potential challenges in client management or documentation. This shows that you’re not only reactive but also forward-thinking.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Ask about the team dynamics, growth opportunities, or how they measure success in the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.