Financial Planning Administrator

About the Role

The Financial Planning Administrator (internally known as Client Executive) is an integral member of our team in delivering outstanding client experience. Working alongside our Paraplanners and Financial Planners, this role will manage specialised administration work and maintain positive client relationships. Additionally, you may assist with cases across other client segments.

The role requires someone who is detailed-orientated, committed to delivering high quality work, and enjoys working with information and data. As you will be taking on more technical tasks and complex queries, an analytical and solution-focused mindset will be beneficial.

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.


• Process management: Undertake all processes required within the Client Executive centre of excellence and manage all tasks.


• 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 teams 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 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.