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- Tasks: Provide top-notch admin support and build strong 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 enhanced family leave.
- Why this job: Make a real impact while developing your skills in a supportive, tech-driven environment.
- Qualifications: 2+ years in financial services with a passion for client-focused work.
- Other info: Be part of a winning team recognised as the Best Employer at the Yorkshire Financial Awards.
The predicted salary is between 20000 - 30000 £ per year.
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. If this sounds like your next role, please apply today!
Location
We operate hybrid working enabling home and office working, allowing you to balance your personal responsibilities/interests and connecting 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 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.
- 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
- 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, and we have recently achieved the globally recognised B‑Corp certification.
We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
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Financial Planning Administrator employer: The Progeny Group Limited
Contact Detail:
The Progeny Group Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨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. You never know who might have a lead or be able to refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client relationships and be ready to discuss how your experience aligns with their needs. Show them you’re not just another candidate, but someone who truly gets what they’re about.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience in financial services and how it makes you a great fit for the Financial Planning Administrator role. Keep it concise and focus on how you can add value to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining our team at Progeny. Get your application in early to stand out!
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your 2+ years of experience in financial services. We want to see how you've tackled client-facing roles and what you've learned about financial products and FCA principles.
Be Client-Focused: Demonstrate your genuine interest in clients' needs. Share examples of how you've resolved client queries or maintained positive relationships, as this is key for us at StudySmarter.
Keep It Organised: Your application should reflect your methodical and organised nature. Use clear headings and bullet points to make it easy for us to see your skills and experiences at a glance.
Apply Through Our Website: We encourage you 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 as soon as possible!
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 experience aligns with the role, especially any specific cases you've worked on that demonstrate your understanding of client needs.
✨Show Off Your Client Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about times when you resolved queries or improved client satisfaction, as this will show you're a great fit for the client-focused aspect of the role.
✨Be Tech-Savvy
Familiarise yourself with Microsoft Office and any relevant provider platforms. If you can, bring examples of reports you've produced or data you've managed, as this will highlight your proficiency and attention to detail.
✨Demonstrate Team Spirit
Think of instances where you've collaborated with others or supported colleagues' learning. This role values teamwork, so showing that you're a go-to person who enjoys sharing knowledge will set you apart.
