Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients with specialised administration and maintain excellent relationships.
- Company: Join Progeny, a dynamic wealth management firm in Cambridge, UK.
- Benefits: Enjoy 30 days holiday, private medical insurance, and flexible hybrid working.
- Why this job: Gain valuable experience in financial services while developing your skills and career.
- Qualifications: 2+ years in financial services; no formal qualifications required if you have relevant experience.
- Other info: Opportunity for clear progression and to become a go-to person in the team.
The predicted salary is between 36000 - 60000 £ per year.
Department: Wealth
Location: Cambridge, UK
Description
The opportunity
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.
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
This role will be based in our Cambridge office. We operate hybrid working enabling home and office working, allowing you to balance your personal responsibilities/interests and connecting with your colleagues.
What you will do
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 maintain 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.
- 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.
- 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
- Family leave
- Referral scheme
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, especially those who work in wealth management. Attend industry events or join relevant online forums to build connections that could lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlight your ability to resolve queries and maintain positive interactions, as this is crucial for the role.
✨Tip Number 4
Showcase your proficiency with Microsoft Office and any other relevant platforms during your discussions. Being able to confidently talk about your tech skills can set you apart from other candidates.
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 different 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 client relationships, include examples of how you've successfully collaborated with colleagues or supported clients in the past. This will demonstrate your ability to thrive in a client-focused environment.
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 resolved queries, as this will demonstrate your capability to thrive in a client-facing role.
✨Demonstrate Your Client-Focused Approach
Prepare to share instances where you went above and beyond for clients. This could include how you proactively addressed their needs or improved their experience. Showing that you genuinely care about client satisfaction will resonate well with the interviewers.
✨Be Ready to Discuss Technical Proficiency
Since the role requires proficiency in Microsoft Office and various provider platforms, be ready to discuss your technical skills. You might want to mention any specific software you've used and how it has helped you in your previous roles.
✨Exhibit Organisational Skills
The ability to manage multiple priorities is crucial for this role. Prepare to talk about how you stay organised and ensure high-quality work, perhaps by sharing a method or tool you use to keep track of tasks and deadlines.