At a Glance
- Tasks: Support clients and colleagues with specialised administration tasks 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.
- Other info: Apply early as we may close the vacancy once we receive enough applications.
- Why this job: Join a forward-thinking team that values collaboration and empowers you to grow your expertise.
- Qualifications: 2+ years in financial services; no formal qualifications required if you have relevant experience.
The predicted salary is between 30000 - 42000 £ per year.
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. This role is ideal for someone who enjoys working autonomously when needed, as well as working collaboratively, contributing ideas and sharing knowledge with others.
What you will do
- 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
- Financial Services experience – 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.
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
Financial Planning Administrator in Cambridge employer: Progeny
Progeny is an exceptional employer located in Nottingham, offering a dynamic work environment that fosters collaboration and personal growth. With a hybrid working model, generous benefits including 30 days of holiday, private medical insurance, and a commitment to employee wellbeing, Progeny empowers its team members to thrive both professionally and personally. As a forward-thinking firm recognised for its outstanding workplace culture, Progeny provides ample opportunities for career development and the chance to make a meaningful impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Cambridge
✨Tip Number 1
Familiarise yourself with the financial products and services that Progeny offers. Understanding their unique approach to wealth management will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of Progeny on platforms like LinkedIn. This can provide you with insider knowledge about the company culture and expectations, which can be invaluable when preparing for interviews.
✨Tip Number 3
Brush up on your client relationship management skills. Since the role involves maintaining excellent client relationships, being able to discuss your past experiences in managing client interactions effectively will set you apart from other candidates.
✨Tip Number 4
Showcase your tech-savviness by being prepared to discuss the platforms and tools you’ve used in previous roles. Progeny values confident platform users, so highlighting your proficiency in Microsoft Office and any relevant financial software will be beneficial.
We think you need these skills to ace Financial Planning Administrator in Cambridge
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:Write a cover letter that showcases your motivation for the role and your understanding of Progeny's values. Mention how your skills align with their requirements, such as your proficiency in Microsoft Office and your methodical approach to work.
Highlight Relevant Skills:In your application, clearly outline your skills that match the job description, such as your attention to detail, ability to manage multiple priorities, and experience with data management. Use specific examples to illustrate these skills.
Show Enthusiasm for Learning:Express your eagerness to develop your technical knowledge and skills in financial services. If you are working towards or considering qualifications, mention this in your application to show your commitment to professional growth.
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 managed client relationships and provided high-quality support, as this is crucial for the role.
✨Demonstrate Client-Focused Mindset
Progeny values a client-focused approach, so be ready to share instances where you've gone above and beyond to meet client needs. Discuss how you handle client queries and maintain positive relationships, as this will show your alignment with their values.
✨Be Prepared to Discuss Technology Proficiency
Since the role requires proficiency in Microsoft Office and various provider platforms, come prepared to discuss your technical skills. You might even want to mention any specific software you've used to manage client documentation or data.
✨Exhibit Organisational Skills
The ability to manage multiple priorities is key for this position. Share examples of how you've successfully organised your workload in previous roles, ensuring that you meet deadlines while maintaining attention to detail.
