Client Executive — Financial Planning Support

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. 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.

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

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 are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.