The Progeny Group Limited
Financial Planning Administrator
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Financial Planning Administrator
Financial Planning Administrator (Client Executive)
The Opportunity
We are looking for a Financial Planning Administrator (Client Executive) to join our team, managing specialised administration support and maintaining excellent client relationships.
Speech: Integral to delivering outstanding client experiences at Progeny, you will collaborate with experienced Paraplanners and Financial Planners, helping clients across a diverse range of needs. You’ll contribute in meaningful ways—and discover opportunities to develop strengths, introduce improvements, and take ownership of parts of your role.
This role appeals to those who enjoy:
- Working independently and collaborating
- Proactively sharing ideas and knowledge
- Growing their expertise while supporting others
You will earn a stellar foundation for career progression by: • Receiving regular coaching and development conversations • Expanding your technical skills and FCA knowledge, supported by multiple learning pathways • Working across various operations areas of wealth, maintaining strong relationships with stakeholders • Becoming a ‘training buddy’ to support new colleagues
Our team is passionate about client service excellence, and this role updates with opportunities for direct progression and growth into other parts of our Wealth Operations and Corporate teams.
Your Key Responsibilities
You will drive specialised administrative services, ensuring the highest standards with clients and colleagues. Core tasks include:
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Client Service
- As the single point of contact for clients, you’ll resolve queries, prepare for meetings, and foster positive client relationships.
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Documentation & Compliance
- Maintain comprehensive, accurate client files, reports, and submissions.
- Oversee documentation lifecycles, ensuring clarity and adherence to best practices.
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Client Account Management
- Process all post-meeting actions and support clients with fulfilment within specified timelines.
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Transaction Management
- Conduct independent trading—switches, withdrawals, contributions—with confidence.
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Process Leadership
- Manage tasks across the Client Executive Centre of Excellence, driving process standards and efficiency.
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Vendor Engagement
- Coordinate with third-party providers on submissions and transactions, with clarity, professionalism, and accuracy.
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System & Data Governance
- Uphold data integrity, ensure CRM accuracy, and maximise platforms for efficient reporting.
We’re Looking for
Every role offers growth—but this one? It’s a springboard.
Experience tells us you thrive here if you have:
✅ Financial Services Background (Minimum 2 years)
- A robust understanding of financial products and FCA principles is essential. (No formal quals? No problem—skills transfer!)
✅ Passion for Client Advocacy
- Expressive, empathetic ability to anticipate client needs and deliver proactive support.
✅ Tech Savviness
- Define expertise in Microsoft Office, financial platforms, and data analysis. Meticulous reporting is key.
✅ Attention to Detail & Organisation
- Thriving in high-priority environments, managing multiple workloads with precision.
✅ Relatable Leadership Qualities
- A collaborative, open-mindset builder who enjoys mentoring team members through knowledge-sharing.
✅ Self-directed Approach
- Love learning, solving problems, embracing new challenges—the more curious, the better.
✅ Numerical Strength
- Comfortable with applying numerical logic to real-world financial scenarios.
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Work Culture & Benefits at Progeny
Why Choose Us?
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Forward-Thinking Niche An integrated firm blending financial planning, asset management, tax, HR, law—all in one holistic approach.
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Tech-Driven Innovation Designing efficiency and trust in advisor-client interactions.
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Proactive Paisley—We celebrate career difference-makers.
Core Perks (Life Enhanced to Balance Career & Wellbeing)
- Standard & Extra Leave
- 30 days holiday (+ public days)
- Full Rights + 3 Celebratory Days (birthdays, wellbeing, volunteering, or personal milestones)
- Comprehensive Health Support
- Private medical
- 24/7 Digital GP, health advice via client assistance platform
- Mental health + physical support through Employee Assistance Programme
- Secure Retirement Future
- Group pension and life assurance schemes
- Eyecare
- Annual vouchers and family leave entitlements.
- ** referring scheme** for great colleagues to join our expanding team.
About Progeny
Simply Put: We are a wealth makers’ community—expanding, preserving, and enhancing wealth for our clients.
We’re the UK’s first independent, full-service firm—uniting financial planning, expert asset management, tax, HR, and private law to deliver an all-inclusive, tailored experience.
Driven by innovation sets us apart—and here, you’ll actively shape best practices for service excellence. Two aspiring trajectories await: a client-facing, admin-centred growth path—or uniquely navigating crossover into c-suite positions with profound business ownership.
Apply Soon—As Vacancies Close Early. Sound like your next exciting step? Become part of a team that shapes the future for clients today.
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