Financial Planning Administrator

We are looking for a Financial Planning Administrators (known internally as Client Executives) to join our team and provide 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.  

We are a busy team, passionate about providing the best service to our clients.  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 and managing all tasks whilst supporting in the auditing of internal processing/mapping.


• Liaising with providers: dealing professionally with third-party providers regarding transactions and submissions.  


• Internal communications: liaise with international offices to ensure alignment and team approach. 


• 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 relevant experience with a good understanding of financial products and principles.  


• Qualifications - Belgium Financial PCP qualification or willingness to obtain. Diploma in Financial Planning or working towards (desirable).


• Knowledge - sound working knowledge of FSMA conduct rules and relevant compliance procedures, ensuring the application of these at all times.


• Language - you will have the ability to speak English fluently and an understanding of written/spoken French or Dutch.


• 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. Sound working knowledge of CURO (desirable).


• 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.  
  


• Right to work - ideally you will hold an EU passport (if not visa requirements can be discussed).

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.


• Pension contributions


• Health insurance


• Life assurance


• Financial protection coverage


• Telework allowance (WFH allowance)


• Commuting allowance
  


• Meal vouchers


• Eco Vouchers/Cheques

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.