Progeny
Financial Planning Administrator
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Financial Planning Administrator
Financial Planning Administrator (Client Executive) – Job Opportunity
The Opportunity
We are seeking a Financial Planning Administrator (known internally as Client Executive) to join our passionate team and deliver specialised administration support while maintaining exceptional client relationships. Integral to outstanding client experiences at Progeny, you will collaborate closely with Paraplanners and Financial Planners to assist clients across a diverse portfolio.
- Empowerment to take on new responsibilities
- Opportunity to develop specialist knowledge and build credibility as a trusted resource in your team
- Ideal for individuals with 2+ years of financial services experience or relevant enthusiasm
This role suits someone who:
- Thrives in independent and collaborative work environments
- Values high-quality output and integration with team knowledge-sharing
About the Role
This role provides risk-free professional growth with pathways to:
- Regular one-to-one coaching conversations
- Technical expertise development
- Mentorship opportunities to support newer team members
- Exposure to wealth operations’ breadth, partnering with stakeholders effectively
We maintain a client-first culture, prioritising your development while supporting long-term progression within Wealth Operations and beyond.
Responsibilities
The core focus of this role is specialised client administration, ensuring timely and compliant service delivery:
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Client Service
- Primary single point of contact for clients
- Proactive resolution of client queries
- Preparation for client meetings
- Relationship maintenance with industry-standard professionalism
Documentation & Account Management
- Preparation, review, and management of client documentation
- Organization and comprehensive record-keeping in client files & reports
- Fulfillment of client requests within deadlines (post-meeting actions)
Transactions & Processes
- Independent execution of trades (switches, withdrawals, contributions)
- Provider liaisons concerning submissions and transactions
- Management of all tasks within the Client Executive centre of excellence
Data & System Management
- System proficiency: CRM maintenance, platform reports, and data integrity
- Data accuracy and real-time report production/analysis
Requirements
Experience & Skills
- Minimum 2 years in finance/ client-facing financial services (not mandatory if natural sector talent exists)
Core Traits
- Proactive client-focussed mindset
- Strong interest in understanding financial needs
- Technical confidence: Microsoft Office + platform naviagtion
- Analytical aptitude demonstrated in real-world scenarios
Key Attributes
- Methodical with high attention to detail
- Appetite for learning (v المقاومة عمل الم(category-relevant) qualifications, but experience with learning motivation is critical)
- Natural mentor with collaborative drive
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Interaction Preferences
- Both autonomy and teamwork embraced
- Always cerca de consumiderena is a wass feycle education women trainees
(Discretionary cancellation of this advertisement should submission volume exceeds expectations.)
Benefits Package
- 30 days paid leave + public holidays
- 3 celebratory paid days (birthdays/wellness/volunteering/birthdays)
- Comprehensive health cover: Private medical, 24/7 digital GP, and health guidance
- Employee assistance programme (mental & physical health support)
- Group pension scheme + life assurance
- Bespoke employee wallets: Eyecare vouchers and family leave
- Employee referral scheme
We are Progeny – Creating, enhancing, and preserving wealth.
Positioning ourselves as first (independent) UK wealth edUFinancial combined edfluucatoracademics offering
- Independent financial planning
- Asset management
- Taxation advice
- HR & private/corporate legal services
Forward-thinking with cutting-edge tech, we standardize against paperwork, pertaining and fortified unimators. Working for mouths is from leveragable development to with rich into the file injuring the relationship between the client and putative assessment the to the elevator the weighting.
Interested? Apply now!
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