At a Glance
- Tasks: Support high-value clients with financial planning and complex administration tasks.
- 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: Be part of a B-Corp certified company committed to social change and employee wellbeing.
- Why this job: Join a passionate team, develop client relationships, and grow your career in a supportive environment.
- Qualifications: 3+ years in financial services; no formal qualifications required if you have relevant experience.
The predicted salary is between 28800 - 48000 £ per year.
We are looking for a Senior Financial Planning Administrator (known internally as Senior Client Executive) to join our team and support the delivery of outstanding client experience at Progeny as part of our high-value client proposition. You will work alongside our knowledgeable Paraplanners and Financial Planners to manage clients with significant portfolios through the provision of specialised administration and handling complex transactional work.
A natural communicator who takes pride in building strong relationships, you will develop rapport with clients and ensure a trusting relationship is built over time, delighting them with your proactivity, diligence and commitment to supporting them in achieving their goals. You will also assume the role of a subject matter expert within the team and support others with their learning.
We are seeking someone who can work independently and thrives in a fast-paced environment. You will be effective in delivering multiple priorities, whilst ensuring high-quality, accurate work. You will also need three plus years in financial planning/supporting the financial planning journey to contribute to team results from day one.
This role offers great opportunities to -
- Work on complex cases that are mentally stimulating, with plenty of opportunities to apply critical thinking and problem-solving on a daily basis.
- Interact regularly with high-value clients and develop rewarding long-term relationships.
- Play a key role in the development of your colleagues through the delivery of training and assuming a mentoring role.
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.
Responsibilities
- Client service: acting as a point of contact for clients, managing high-value client matters and queries, preparing for client meetings and building long-term, trusting relationships with clients.
- Managing documentation: ensuring thorough preparation, review and management of client documentation and maintaining comprehensive client files and reports.
- Client account management: completing any additional high-value client requests within set timeframes, including all client post-meeting actions.
- Process management: undertaking all processes required within the Client Executive centre of excellence and managing intricate tasks.
- Technical work: performing tasks such as CGT checks, running annuity and protection quotes, illustrations, completing annual reviews and assessment of suitability letters.
- Supporting the team: sharing knowledge and best practice, deputising for Client Executive Managers, acting as a point of escalation for colleagues and assisting in team training and strategic projects.
- Data and system management: Maintaining the accuracy of our CRM and ensuring this is accurate and kept up to date, and managing portal activities, including advanced functions.
Qualifications
- Financial Services experience – you will bring a minimum of 3 years’ experience with a good understanding of financial products and FCA principles.
- Client-focused – experienced and thrive in a client-facing role, a client-centric mindset and passion for delivering operational excellence is essential for this role.
- A confident platform and tech user – fully proficient in the use of Microsoft Office, are knowledgeable about different provider platforms and able to confidently produce and interpret 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.
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.
We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Administrator in Leeds
✨Tip Number 1
Familiarise yourself with the financial products and services offered by Progeny. Understanding their unique value proposition 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 insights about the company culture and expectations, which can be invaluable when preparing for your interview.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that showcase your client-facing skills and ability to manage complex tasks. Highlighting your proactive approach and problem-solving abilities will resonate well with the hiring team.
✨Tip Number 4
Stay updated on the latest trends and regulations in the financial services industry. Being knowledgeable about current events will not only impress your interviewers but also show that you are committed to continuous learning and professional growth.
We think you need these skills to ace Senior Financial Planning Administrator in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in financial planning and client management. Use specific examples that demonstrate your ability to handle complex tasks and build strong client relationships.
Craft a Compelling Cover Letter:In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with their needs, particularly your experience in managing high-value clients and your proactive approach to problem-solving.
Showcase Your Interpersonal Skills:Since the role requires excellent communication and relationship-building skills, provide examples of how you've successfully interacted with clients or mentored colleagues in previous positions.
Highlight Your Technical Proficiency:Emphasise your proficiency with Microsoft Office and any other relevant platforms. If you have experience with CRM systems, mention it, as this is crucial for maintaining accurate client records.
How to prepare for a job interview at Progeny
✨Showcase Your Client Relationship Skills
As a Senior Financial Planning Administrator, building strong relationships with clients is key. Be prepared to share examples of how you've successfully managed client interactions in the past, highlighting your communication skills and ability to foster trust.
✨Demonstrate Your Technical Knowledge
This role requires a solid understanding of financial products and processes. Brush up on your knowledge of CGT checks, annuity quotes, and suitability letters. Be ready to discuss how you've applied this knowledge in previous roles.
✨Emphasise Your Organisational Skills
The job involves managing multiple priorities and ensuring high-quality work. Prepare to discuss your methods for staying organised and how you handle tight deadlines while maintaining attention to detail.
✨Be Ready to Share Your Mentoring Experience
Since the role includes supporting and training others, think of instances where you've helped colleagues grow professionally. Highlight your willingness to share knowledge and how you've contributed to team development in the past.
