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For Companies At a Glance
- Tasks: Support clients with financial queries and manage documentation for a seamless experience.
- Company: Join Progeny, an award-winning firm in wealth management and financial services.
- Benefits: Enjoy 30 days holiday, private medical insurance, and flexible celebratory leave.
- Why this job: Be part of a dynamic team making a real impact in clients' financial journeys.
- Qualifications: Experience in financial services and proficiency in Microsoft Office required.
- Other info: Great opportunities for professional development and career growth await you.
The predicted salary is between 30000 - 40000 £ per year.
About the Role
We are looking for a Financial Planning Administrator (known internally as Client Executive) to join our team on a 12-month FTC. The Financial Planning Administrator is an integral member of our team in delivering outstanding client experience. Based at Progeny’s Ropewalk office in Nottingham, this role works closely with our Paraplanners and Financial Planners to manage specialised administration tasks and maintain positive client relationships. Additionally, you may assist with cases across other client segments.
The role requires someone who is detail-oriented, committed to delivering high quality work, and enjoys working with information and data. An analytical and solution-focused mindset will be beneficial as you will be taking on more technical tasks and complex queries. A supportive and willing team member, you will be passionate about providing the best service to our clients and colleagues and enjoy working in partnership with the team to ensure we deliver great outcomes.
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 have responsibility for:
- Client service: helping to resolve client queries, preparing for client meetings and maintaining positive client relationships.
- Managing documentation: ensure thorough preparation, review and management of client documentation and maintain comprehensive client files.
- Client account management: ensure any additional client requests are completed including all client post meeting actions.
- Process management: undertake all processes required and manage intricate tasks.
- Completing transactions: perform trading independently such as switches, withdrawals and contributions.
- Liaising with providers: deal with providers regarding transactions and submissions.
- Data and system management: using platforms and systems to complete various duties ensuring data integrity and accuracy across all client records. Ensure our CRM is kept fully accurate and up to date. Manage portal activities.
- Supporting the team: share knowledge and best practice and assist in team training and strategic projects.
What Success Looks Like
- Our clients and colleagues receive a positive experience.
- Workload is managed efficiently and effectively in line with set KPIs and SLAs.
- Documentation and records are accurately maintained and in accordance with regulatory standards.
- Effective communication is maintained with your team and Financial Planners.
- Collaborative and supportive of the team's needs.
- Demonstrates commitment to building and maintaining knowledge of financial services and client relationship management.
- Shares knowledge and best practice, contributing to continuous improvement.
- An engaged and positive member of the team.
Our ideal person
The role holder will have experience working in a professional environment (2+ years) preferably within financial services and possess a good understanding of financial products and FCA principles. You will be fully proficient in Microsoft Office, possess good knowledge about different provider platforms and be confident producing and analysing reports. As someone who enjoys delivering high quality, thorough work that meets the needs of our clients and colleagues, you will possess good organisational skills together with an ability to manage different priorities.
With a collaborative and supportive approach, you will be a trusted member of the team who is eager to contribute, share ideas and coach others. You will be able to work autonomously escalating where appropriate for support on more complex matters. You will be comfortable taking on new tasks and eager to develop your technical knowledge and skills. The Client Executive plays a vital role in our client proposition so a client-centric mindset and passion for delivering operational excellence is essential for this role. You will be genuinely interested in the client and providing effective and efficient support to your stakeholders.
Desirable Criteria
You may be working towards or already hold a qualification in Financial Services. Alternatively, you may be keen to start a professional qualification (i.e. CII). We will discuss the appropriateness of exam/qualification with you taking account of your interests and career aspirations.
Development Opportunities
- Expand your knowledge about the financial services industry and FCA principles.
- Continue to develop your technical knowledge and be exposed to different areas of wealth operations.
- Contribute to the training and support of new team members as part of a collaborative team approach.
- Receive coaching and development as part of your role.
- Different career paths and growth opportunities available.
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.
We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
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 (12 Month Maternity Cover) in Nottingham 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 (12 Month Maternity Cover) in Nottingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry 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 culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As a Financial Planning Administrator, you'll need to convey complex information clearly. Try mock interviews with friends or use online resources to refine your pitch and ensure you come across as confident and knowledgeable.
✨Tip Number 4
Don't forget to follow up after interviews! A simple thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in the interviewer's mind.
We think you need these skills to ace Financial Planning Administrator (12 Month Maternity Cover) in Nottingham
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 any relevant skills that match the job description. We want to see how you can bring value to our team!
Showcase Your Attention to Detail: Since this role requires a keen eye for detail, be sure to demonstrate this in your application. Use clear formatting, check for typos, and ensure all information is accurate. This will show us that you’re committed to delivering high-quality work right from the start.
Highlight Your Client-Centric Mindset: We’re looking for someone who’s passionate about providing excellent client service. In your application, share examples of how you’ve successfully managed client relationships or resolved queries in the past. This will help us see your dedication to client satisfaction.
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 the role. Plus, it shows you’re proactive and eager to join our team at Progeny.
How to prepare for a job interview at The Progeny Group Limited
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial products and FCA principles. Being able to discuss these confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Attention to Detail
Since this role requires a keen eye for detail, prepare examples from your past work where you've successfully managed documentation or resolved complex queries. This will demonstrate your ability to maintain high standards in your work.
✨Be Client-Centric
Prepare to discuss how you've previously maintained positive client relationships. Think of specific instances where you went above and beyond to ensure client satisfaction, as this aligns perfectly with the company's focus on outstanding client experience.
✨Demonstrate Team Spirit
This role is all about collaboration, so be ready to talk about how you've supported your team in the past. Share examples of how you've contributed to team training or shared best practices, showing that you're a team player who values collective success.