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For Companies At a Glance
- Tasks: Manage client relationships and provide specialised administration support in financial services.
- Company: Progeny is a pioneering firm combining financial planning, asset management, and legal services.
- Benefits: Enjoy 30 days holiday, private medical insurance, and flexible hybrid working options.
- Why this job: Join a passionate team with clear growth opportunities and a commitment to client service.
- Qualifications: 2+ years in financial services; client-focused with strong tech skills and attention to detail.
- Other info: No formal qualifications required; eager learners are welcome!
The predicted salary is between 30000 - 42000 £ per year.
Overview
We are looking for several Financial Planning Administrators (known internally as Client Executives) 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.
We are seeking someone who has gained some experience working in financial services (2+ years) and is motivated by delivering high-quality work. This opportunity is ideal for someone who enjoys working autonomously when needed, as well as working collaboratively, contributing ideas and sharing knowledge with others.
About
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!
Location
We operate hybrid working enabling home and office working, allowing you to balance your personal responsibilities/interests and connecting with your colleagues.
Role
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 timeframes, 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.
About You
To thrive in the role, you will be/have:
- 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.
- Supporting others – keen to support others with their learning and professional growth, you will be motivated to share your knowledge and take the initiative to upskill your colleagues where possible.
- Self-driven and autonomous – happy to work autonomously and eager to develop and maintain your technical knowledge/skills to support the wider team.
- 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 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. Therefore, if you are interested, please submit your application as early as possible.
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you)
- Private medical insurance, 24/7 digital GP and health advice
- Employee assistance programme providing support for your mental and physical health
- Group pension scheme
- Life assurance scheme
- 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 that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities, including Zarach, and we have recently achieved the globally recognised B-Corp certification. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
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Financial Planning Administrator employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the latest FCA principles and financial products. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and the industry.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join online forums to connect with potential colleagues and learn more about the company culture at Progeny.
✨Tip Number 3
Prepare to discuss your experience in client-facing roles. Think of specific examples where you've successfully resolved client queries or improved client relationships, as this aligns with the responsibilities of a Financial Planning Administrator.
✨Tip Number 4
Showcase your tech skills by being proficient in Microsoft Office and familiar with various provider platforms. Consider preparing a brief demonstration of how you use these tools effectively in your previous roles.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services, particularly the 2+ years required. Emphasise your client-facing roles and any specific achievements that demonstrate your ability to manage client relationships effectively.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the responsibilities outlined in the job description, such as managing documentation and client account management.
Showcase Your Technical Skills: Since the role requires proficiency in Microsoft Office and familiarity with various provider platforms, be sure to mention any relevant software or tools you have used in previous roles. Provide examples of how you've used these skills to improve processes or client interactions.
Highlight Your Interpersonal Skills: Given the emphasis on teamwork and collaboration, include examples of how you've successfully worked with others in past positions. Discuss your approach to building strong relationships and supporting colleagues, which is crucial for this role.
How to prepare for a job interview at Progeny
✨Showcase Your Financial Services Experience
Make sure to highlight your 2+ years of experience in financial services during the interview. Be prepared to discuss specific examples of how you've successfully managed client relationships and provided high-quality support.
✨Demonstrate Client-Focused Mindset
Emphasise your ability to understand and meet client needs. Share instances where you proactively resolved client queries or improved their experience, showcasing your commitment to excellent service.
✨Be Tech-Savvy
Since the role requires proficiency in Microsoft Office and various provider platforms, be ready to discuss your technical skills. You might even want to mention any specific tools or software you've used to manage client data effectively.
✨Exhibit Organisational Skills
Prepare to talk about how you manage multiple priorities and maintain attention to detail. Providing examples of how you've organised documentation or streamlined processes will demonstrate your methodical approach to work.