At a Glance
- Tasks: Manage client relationships and deliver exceptional service in financial planning.
- Company: Join a leading firm focused on high-value client experiences.
- Benefits: Opportunities for professional development and career growth.
- Other info: Dynamic role with potential to explore various career paths in finance.
- Why this job: Be a key player in enhancing client satisfaction and driving improvements.
- Qualifications: 3+ years in financial planning with strong organisational and communication skills.
The predicted salary is between 27900 - 34100 £ per year.
About the Role
The Senior Client Executive plays a key role in delivering an exceptional client experience as part of our high-value client proposition.
Working closely with Financial Planners and Paraplanners, you will manage complex activities, technical administration and transactional work, ensuring the highest standards of service, accuracy and regulatory compliance.
As an experienced member of the team, you will act as a technical specialist and trusted point of support for colleagues, helping to resolve complex queries, share best practice and drive continuous improvement.
You will take ownership of a varied workload, balancing client, team and business priorities while delivering great outcomes.
Key Responsibilities
- Client Relationship Management
- Act as a key point of contact for clients, managing complex queries, coordinating client servicing activities and delivering an exceptional client experience.
- Build and maintain strong relationships with clients, Financial Planners, Paraplanners and external providers, ensuring timely and effective communication.
- Prepare for client meetings by coordinating documentation, gathering information and supporting the delivery of advice and recommendations.
- Client Administration & Technical Support
- Prepare, review and maintain client documentation, ensuring records are accurate, compliant and maintained in line with regulatory and internal standards.
- Manage post-meeting actions, client requests and complex servicing requirements through to completion, ensuring agreed service standards are met.
- Transactions, Systems & Process Management
- Process a range of client transactions and provider requests accurately and efficiently, ensuring all activity is completed within required timescales.
- Maintain accurate and up-to-date client information across all systems, platforms and CRM records, utilising advanced platform functionality where required.
- Effectively prioritise and manage workflow, ensuring compliance with KPIs, SLAs and regulatory requirements while identifying opportunities for process improvement.
- Team Support & Leadership
- Act as a point of escalation for Client Executives, providing guidance and support on technical, regulatory and complex client matters.
- Share knowledge, coach colleagues and support the onboarding and development of new team members.
Skills, Knowledge & Experience
Essential
- Minimum of 3 years' experience within financial planning.
- Strong understanding of financial products, FCA regulations and industry best practice.
- Experience managing complex client servicing and administrative activities.
- Proficient in Microsoft Office, provider platforms and CRM systems.
- Strong organisational skills with the ability to manage multiple priorities and meet deadlines.
- Excellent attention to detail and commitment to delivering high-quality work.
- Strong communication and stakeholder management skills.
- Ability to work independently, use initiative and make informed decisions within scope of authority.
- Development Opportunities
- Further develop your technical expertise within Wealth Management and Financial Planning.
- Broaden your knowledge across Operations and related business areas.
- Pursue professional qualifications and continued learning aligned to your experience, interests and career aspirations.
- Explore a range of future career opportunities across Operations, Strategic Operations, Paraplanning and other areas of the business.
Senior Financial Planning Administrator in Edinburgh employer: The Progeny Group Limited
The Progeny Group Limited is an excellent employer, offering a dynamic work culture in Leeds that fosters collaboration and professional growth. Employees benefit from a supportive environment where their contributions are valued, alongside opportunities for skill development and career advancement within the legal sector. With a focus on client service delivery, this role allows you to work closely with experienced professionals, making it a rewarding place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Administrator in Edinburgh
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like The Progeny Group Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Financial Planning Administrator in Edinburgh
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to The Progeny Group Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on The Progeny Group Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at The Progeny Group Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with The Progeny Group Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at The Progeny Group Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former The Progeny Group Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
