Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage high-value client portfolios and deliver exceptional service through specialised administration.
- Company: Progeny, a forward-thinking firm revolutionising financial services in the UK.
- Benefits: 30 days holiday, private medical insurance, and enhanced family leave.
- Why this job: Engage with high-value clients and develop rewarding long-term relationships while solving complex financial challenges.
- Qualifications: 3+ years in financial planning with strong client-facing skills.
- Other info: Hybrid working model and opportunities for professional growth within a supportive team.
The predicted salary is between 36000 - 60000 £ per year.
Senior Financial Planning Administrator
Progeny Manchester, England, United Kingdom
We are looking for a Senior Financial Planning Administrator (internally known 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 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 thrive in a fast‑paced environment. You will be effective in delivering multiple priorities while ensuring high quality, accurate work. You will also need three or more 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 the wider business.
What you will do
- 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.
About You
- Financial Services experience – a minimum of 3 years’ experience with a good understanding of financial products and FCA principles.
- Client-focused – experienced and thrives 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, 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.
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
- 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. At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities, including Zarach. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
Location: Progeny Manchester, England, United Kingdom. We operate hybrid working enabling home and office working, allowing you to balance your personal responsibilities/interests and connect with your colleagues.
If this sounds like your next role, please apply today!
#J-18808-Ljbffr
Senior Financial Planning Administrator employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Administrator
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Senior Financial Planning Administrator role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, be ready to discuss your experience in managing high-value client portfolios. Share specific examples of how you've built strong relationships and tackled complex tasks. This will help you stand out from the crowd.
✨Tip Number 3
Be proactive! If you see a job opening that fits your skills, don’t just apply through the usual channels. Reach out directly to the hiring manager or team members at Progeny. A little initiative can go a long way in showing your enthusiasm for the role.
✨Tip Number 4
Prepare for interviews by brushing up on your knowledge of financial products and FCA principles. Be ready to discuss how you can contribute to the team and support others' learning. Remember, they’re looking for someone who can hit the ground running!
We think you need these skills to ace Senior Financial Planning Administrator
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Senior Financial Planning Administrator role. Highlight your relevant experience in financial planning and client management, showing us how you can contribute to our team.
Showcase Your Skills: We want to see your interpersonal skills shine! Use examples from your past roles to demonstrate how you've built strong relationships with clients and supported your colleagues. This is your chance to show us what makes you a great fit!
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured responses that get straight to the heart of your experience and skills. Avoid fluff and focus on what really matters!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Progeny
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the key products and services relevant to the role, as well as FCA principles. Being able to discuss these confidently will show that you're not just a candidate, but a potential subject matter expert.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built strong relationships with clients in the past. Think about specific instances where your proactive approach made a difference. This role is all about client experience, so demonstrating your ability to connect and communicate effectively is crucial.
✨Demonstrate Your Organisational Skills
Since the job involves managing multiple priorities, be ready to discuss how you stay organised. Share your methods for keeping track of tasks and deadlines, and maybe even mention any tools or software you use to manage your workload efficiently.
✨Be Ready to Train and Support Others
This position requires a collaborative spirit. Think about times when you've helped colleagues learn or grow in their roles. Highlight your willingness to share knowledge and support others, as this will resonate well with the team-oriented culture they’re looking for.
