At a Glance
- Tasks: Support clients with trading administration and manage complex transactions.
- Company: Dynamic financial services firm focused on exceptional client experiences.
- Benefits: Remote work, professional development, and opportunities for career progression.
- Other info: Opportunities to become a subject matter expert and explore various career pathways.
- Why this job: Join a collaborative team and make a real impact in financial services.
- Qualifications: 2+ years in financial services and strong organisational skills required.
The predicted salary is between 30000 - 40000 £ per year.
Department: Operations
Location: Any UK office (Remote, with a requirement to attend the office once per month and/or for team meetings).
About the Role
The Trade Desk Administrator plays a key role in delivering an exceptional client experience as part of our high-value client proposition. Working closely with Client Executives, Paraplanners, and Financial Planners, the role supports clients by providing specialist trading administration and managing complex transactional activity. There may also be opportunities to support more intricate cases across other client segments. As a subject matter expert within Wealth Operations, the Trade Desk Administrator will gradually take on broader and more technical responsibilities. A collaborative and supportive team member, you will be passionate about delivering outstanding service to both clients and colleagues and enjoy working in partnership to achieve the best possible outcomes. This role requires the ability to work effectively both independently and as part of a team, with a positive and resilient approach in a fast-paced environment. You will be experienced in managing multiple priorities, demonstrate strong attention to detail, and consistently produce high-quality, thorough work.
The focus of this role will be to complete all duties at a technical level, with additional responsibility for:
- Trading: Collaborate with Financial Planning Administrators, Financial Planners, and Paraplanners to accurately execute trading activity across multiple platforms, ensuring efficiency, compliance and a consistently high standard of quality and accuracy.
- Maintaining documentation: ensure appropriate client or financial planner consent is recorded on file in advance of trading activities.
- Client account management: ensure any additional high-value client requests are completed, including all post-client meeting trading actions.
- Process management: undertake all processes required by the Technical Trading Administrator role and manage intricate trading tasks.
- Technical work: perform tasks such as CGT checks; understanding Pension Income (Flexi and Capped Drawdown); Offshore Bond income – chargeable gains; Discretionary Fund Managers and assessment of suitability letters.
- Supporting the team: share knowledge and best practice within the wider Client Executive and Paraplanning teams for clarity and to avoid errors.
- Data and system management: fully competent across platforms and systems, including maintaining our CRM accurately.
What Success Looks Like
- Consistently delivers a positive experience for both clients and colleagues.
- Manages workload efficiently and effectively in line with agreed KPIs and SLAs.
- Maintains accurate documentation and records in accordance with regulatory requirements.
- Communicates effectively with team members, Client Executives, Paraplanners and Financial Planners.
- Acts as a reliable escalation point for trading, cash management, and fee-related queries, resolving issues in a timely manner.
- Demonstrates a strong commitment to developing and maintaining financial services knowledge.
- Actively shares knowledge and best practices, contributing to continuous improvement.
- Sets an engaged, positive example for the wider team.
Our ideal person
The role holder will have experience of working in financial services (2+ years) and be fully competent in all processes and tasks performed within a Financial Planning Administration role. You will possess a sound understanding of financial products, FCA principles and regulatory standards. A tech-savvy individual, you will be fully proficient in Microsoft Office, with a strong knowledge of a range of provider platforms and the ability to interpret and analyse reports confidently. With a passion for delivering high-quality, detailed work that meets the needs of both clients and colleagues, you will demonstrate excellent organisational skills and a strong drive to achieve results. As a subject matter expert, you will use your specialist knowledge to collaboratively solve problems, share best practices, and support the development of others through coaching and knowledge-sharing. You will demonstrate initiative and complete tasks in a methodical and efficient manner. Working autonomously within your areas of expertise, while recognising when to escalate more complex matters for additional support. Comfortable taking on new challenges, you will be eager to continuously develop your technical knowledge and skill set. The Senior Trade Desk Administrator plays a vital role in our client proposition, so a client-centric mindset and passion for delivering operational excellence are essential for success in this role.
Desirable Criteria
A qualification in Financial Services is highly desirable but not essential. If you are keen to start or continue with 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
Become a subject matter expert within Trading Administration, becoming a trusted point of reference for complex cases. Broaden knowledge and understanding of Paraplanning, gaining exposure to paraplanning activities and the end-to-end client journey. Access to a range of career pathways and development opportunities is available across Wealth. Explore other progression opportunities within the Strategic Operations team and the Academy.
Trade Desk - Internal Only employer: The Progeny Group
As a leading employer in the financial services sector, we offer a dynamic and supportive work environment that prioritises employee growth and collaboration. With flexible remote working options and a commitment to professional development, including opportunities to pursue qualifications, our team members thrive in a culture that values excellence and client satisfaction. Join us to be part of a dedicated team where your contributions are recognised and rewarded, and where you can develop your expertise in a fast-paced, engaging setting.
StudySmarter Expert Advice🤫
We think this is how you could land Trade Desk - Internal Only
✨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 hunt for a Trade Desk role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of trading administration and financial products. We recommend practising common interview questions and scenarios related to client management and trading processes to show off your expertise.
✨Tip Number 3
Don’t forget to showcase your tech skills! Be ready to discuss your experience with various platforms and systems, as well as how you've used them to improve efficiency and accuracy in your previous roles.
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team and contributing to our client-centric approach.
We think you need these skills to ace Trade Desk - Internal Only
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in financial services and any relevant skills. We want to see how you fit into the Trade Desk role, so don’t be shy about showcasing your expertise!
Showcase Your Attention to Detail:Since this role requires a strong focus on accuracy and thoroughness, include examples in your application that demonstrate your attention to detail. Whether it’s managing client accounts or executing trading activities, we love to see how you’ve nailed it in the past.
Highlight Team Collaboration:We’re all about teamwork here at StudySmarter! Make sure to mention any experiences where you’ve worked closely with others, especially in a fast-paced environment. Show us how you can contribute to our collaborative culture.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. Plus, it’s super easy to do!
How to prepare for a job interview at The Progeny Group
✨Know Your Stuff
Make sure you brush up on your financial services knowledge, especially around trading administration and compliance. Familiarise yourself with the key responsibilities of the Trade Desk Administrator role, as well as the specific platforms and systems mentioned in the job description.
✨Showcase Your Team Spirit
This role is all about collaboration, so be ready to discuss examples of how you've worked effectively within a team. Highlight any experiences where you've shared knowledge or best practices, as this will demonstrate your commitment to supporting colleagues and improving processes.
✨Be Detail-Oriented
Attention to detail is crucial in this position. Prepare to talk about how you ensure accuracy in your work, whether it's through maintaining documentation or executing trading activities. You might even want to bring examples of your previous work that showcase your thoroughness.
✨Embrace Challenges
The ideal candidate is someone who is comfortable taking on new challenges. Be prepared to discuss times when you've tackled complex issues or learned new skills. This will show your initiative and eagerness to develop, which are key traits for success in this role.
