At a Glance
- Tasks: Provide specialised admin support and maintain excellent client relationships in financial services.
- Company: Join Progeny, a forward-thinking firm revolutionising financial planning and wealth management.
- Benefits: Enjoy 30 days holiday, private medical insurance, and a supportive work environment.
- Other info: Great career progression opportunities and a chance to be a go-to person in your team.
- Why this job: Make a real impact while developing your skills in a dynamic, hybrid working environment.
- Qualifications: 2+ years in financial services with strong client-facing and tech skills.
The predicted salary is between 30000 - 40000 € per year.
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.
Financial Planning Administrator in Edinburgh employer: The Progeny Group Limited
Progeny is an exceptional employer that prioritises employee development and well-being, offering a hybrid working environment that fosters both autonomy and collaboration. With a commitment to providing comprehensive training and clear career progression opportunities, employees can thrive in a supportive culture that values their contributions and encourages personal growth. The generous benefits package, including 30 days of holiday, private medical insurance, and celebratory leave, further enhances the rewarding experience of being part of a forward-thinking team dedicated to delivering outstanding client service.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Edinburgh
✨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 lookout for opportunities. A friendly chat can lead to referrals or insider info about openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching Progeny and understanding their values and services. Tailor your responses to show how your experience aligns with their mission of providing outstanding client experiences. We want to see your passion for the role!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on articulating your experience in financial services and how you can contribute to maintaining excellent client relationships.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team at Progeny and ready to take on the challenge of being a Client Executive.
We think you need these skills to ace Financial Planning Administrator in Edinburgh
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Financial Planning Administrator role. Highlight your experience in financial services and how it aligns with what we’re looking for at Progeny.
Showcase Your Client Focus:We love candidates who can demonstrate their client-facing experience. Share examples of how you've built strong relationships and provided excellent service to clients in your previous roles.
Be Clear and Concise:When writing your application, keep it clear and to the point. Use bullet points where necessary to make it easy for us to see your skills and experiences that match the job description.
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 this exciting opportunity.
How to prepare for a job interview at The Progeny Group Limited
✨Know Your Financial Stuff
Brush up on your knowledge of financial products and FCA principles. Be ready to discuss how your previous experience aligns with the role, and think of examples where you've successfully managed client relationships or resolved queries.
✨Showcase Your Client-Focused Approach
Prepare to share specific instances where you’ve gone above and beyond for clients. Highlight your proactive support and how you’ve maintained positive relationships, as this is key to thriving in a client-facing role.
✨Demonstrate Your Organisational Skills
Be ready to talk about how you manage multiple priorities and ensure attention to detail. You might want to mention any tools or methods you use to stay organised, especially when handling documentation and client requests.
✨Emphasise Team Collaboration
Since this role involves working closely with Paraplanners and Financial Planners, be prepared to discuss your experience in collaborative environments. Share how you’ve contributed ideas and supported team members, showcasing your ability to be a 'go-to' person.
