At a Glance
- Tasks: Support clients with specialised administration and maintain strong relationships.
- 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.
- Other info: Opportunity for career progression and to become a subject matter expert.
- Why this job: Join a passionate team, develop your skills, and make a real impact in financial services.
- Qualifications: 2+ years in financial services; client-focused with strong tech skills.
The predicted salary is between 28800 - 43200 £ per year.
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.
We operate a hybrid working environment, enabling both home and office working, allowing you to balance your personal responsibilities/interests and connect 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 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 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.
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
Progeny is an exceptional employer that prioritises employee development and well-being, offering a hybrid working model that promotes work-life balance. With a commitment to fostering a collaborative and supportive culture, employees benefit from extensive training opportunities, generous holiday allowances, and a range of health and wellness initiatives. Join us in a dynamic environment where your contributions are valued, and you can grow your career in the financial services sector while making a positive impact on our clients and community.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the latest financial products and FCA principles. 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 client-facing roles. Engaging with them can provide insights into the day-to-day responsibilities and expectations of a Financial Planning Administrator.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've managed multiple priorities in previous roles. This will highlight your ability to thrive in a busy environment, which is crucial for this position.
✨Tip Number 4
Demonstrate your interpersonal skills by preparing to discuss how you've built strong relationships with clients or colleagues in the past. This will be key in showing that you're a supportive team member who can contribute positively to the company culture.
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 mentioned in the job description. 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 Financial Planning Administrator role at Progeny. Mention how your skills align with their needs, such as your attention to detail, organisational abilities, and experience with financial products and FCA principles.
Showcase Your Technical Skills:Highlight your proficiency in Microsoft Office and any other relevant platforms or systems you have used. Provide examples of how you've used these tools to enhance client service or improve processes in previous roles.
Demonstrate Your Client-Focused Approach:Use specific examples in your application to illustrate how you've successfully resolved client queries or improved client experiences in past positions. This will show Progeny that you understand the importance of client relationships in 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 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 went above and beyond to meet client needs. Discuss how you resolved client queries and maintained positive relationships, as this will show your alignment with their values.
✨Be Prepared to Discuss Technical Skills
Since the role requires proficiency in Microsoft Office and familiarity with various provider platforms, be prepared to discuss your technical skills. You might want to bring examples of reports you've produced or systems you've used to demonstrate your capabilities.
✨Exhibit Organisational Skills
The ability to manage multiple priorities is key for this position. During the interview, provide examples of how you've successfully organised your workload and maintained attention to detail, especially when managing client documentation and accounts.
