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: Hybrid working model allows for a balanced personal and professional life.
- Why this job: Make a real impact while developing your skills in a dynamic, collaborative team.
- Qualifications: 2+ years in financial services with strong client-facing and tech skills.
The predicted salary is between 36000 - 60000 £ per year.
The opportunity is to join our team and manage specialised administration support/services while maintaining 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 will 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 a hybrid working model enabling 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 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.
- 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 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: Marlow, Buckinghamshire (Hybrid)
Employment Type: Permanent - Full-Time
Minimum Experience: Mid-level
Financial Planning Administrator in Marlow employer: The Progeny Group Limited
Progeny is an exceptional employer that prioritises employee development and well-being, offering a hybrid working model that fosters a healthy work-life balance. With a commitment to coaching and career progression, employees are empowered to grow their expertise in financial services while enjoying generous benefits such as 30 days of holiday, private medical insurance, and celebratory leave. Our vibrant team culture encourages collaboration and innovation, making Progeny a rewarding place to build a meaningful career in Marlow, Buckinghamshire.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Marlow
✨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 the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you stand out as someone who genuinely cares about being part of their team.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client service and financial products. Being articulate and confident will show that you’re ready to take on the role of Client Executive.
✨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 serious about joining our awesome team at Progeny.
We think you need these skills to ace Financial Planning Administrator in Marlow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit. Don’t forget to mention your client-focused approach and teamwork skills, as these are key for us.
Showcase Your Tech Savvy:Since we’re all about tech at Progeny, make sure to highlight your proficiency with Microsoft Office and any other platforms you’ve used. We love candidates who can confidently navigate technology and improve processes!
Apply Early!:We may close this vacancy early if we get enough applications, so don’t wait! Head over to our website and submit your application as soon as possible. We can’t wait to see what you bring to the table!
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 of a Financial Planning Administrator, especially in client service and documentation management.
✨Showcase Your Client-Focused Approach
Prepare examples that highlight your ability to build strong client relationships. Think about times when you resolved client queries or provided exceptional support, as this will demonstrate your commitment to delivering high-quality work.
✨Be Tech-Savvy
Familiarise yourself with Microsoft Office and any relevant platforms mentioned in the job description. You might be asked to discuss how you've used technology to manage data and improve processes, so have some specific examples ready.
✨Demonstrate Your Organisational Skills
Think of instances where you successfully managed multiple priorities or maintained attention to detail in your work. Being methodical and organised is key for this role, so be prepared to share how you keep everything on track.
