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- Tasks: Manage client relationships and deliver top-notch financial planning support.
- Company: Progeny, a leading firm in financial services with a focus on client satisfaction.
- Benefits: Hybrid work, 30 days holiday, private medical insurance, and professional development.
- Other info: Flexible working environment with great career advancement opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Over 2 years in financial services and strong interpersonal skills.
The predicted salary is between 30000 - 40000 £ per year.
Progeny is seeking Financial Planning Administrators (Client Executives) in Leeds. The role involves managing client relationships and ensuring high-quality service delivery.
Candidates should have over 2 years of financial services experience, excellent interpersonal skills, and proficiency in Microsoft Office.
The position offers flexibility with a hybrid work environment and a comprehensive benefits package including private medical insurance, 30 days holiday, and professional development opportunities.
Hybrid Client Executive - Financial Planning Support employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Client Executive - Financial Planning Support
✨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 hunt for a Client Executive role. You never know who might have the inside scoop on openings at Progeny or similar companies.
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of financial planning and client management. We recommend practising common interview questions and scenarios that might come up, so you can showcase your interpersonal skills and experience confidently.
✨Tip Number 3
Show off your Microsoft Office skills! Since proficiency in these tools is key for the role, consider creating a portfolio or examples of how you've used them effectively in past roles. This will help you stand out during the interview process.
✨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 are proactive about their job search and genuinely interested in joining our team.
We think you need these skills to ace Hybrid Client Executive - Financial Planning Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your financial services experience and interpersonal skills. We want to see how your background aligns with the role of a Client Executive, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our team. Keep it engaging and personal – we love to see your personality come through.
Showcase Your Microsoft Office Skills: Since proficiency in Microsoft Office is key for this role, make sure to mention any specific tools or projects where you've used these skills effectively. We want to know how you can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Progeny
✨Know Your Financial Stuff
Make sure you brush up on your financial services knowledge. Be ready to discuss your previous experience and how it relates to managing client relationships. Progeny will want to see that you can handle the complexities of financial planning with confidence.
✨Show Off Those Interpersonal Skills
Since this role is all about client relationships, practice demonstrating your excellent interpersonal skills. Think of examples where you've successfully managed client expectations or resolved conflicts. This will show Progeny that you're not just knowledgeable but also personable.
✨Get Familiar with Microsoft Office
Proficiency in Microsoft Office is a must for this role. Before the interview, make sure you're comfortable with Excel, Word, and PowerPoint. You might be asked about how you've used these tools in your previous roles, so have some specific examples ready.
✨Embrace the Hybrid Work Culture
With the flexibility of a hybrid work environment, be prepared to discuss how you manage your time and productivity in both remote and office settings. Progeny will appreciate candidates who can adapt to different working conditions while maintaining high-quality service delivery.