Financial Planning Administrator

Join Progeny, a leading financial services firm, as a Financial Planning Administrator. In this role, you will provide essential administrative support to Financial Planners and Paraplanners, manage client servicing activities, process transactions, and maintain accurate records. You will be a key point of contact for clients and providers, ensuring an outstanding client experience. This position is ideal for someone with strong organizational skills, excellent attention to detail, and a client-focused approach.

Responsibilities

• Act as a key point of contact for clients, managing queries efficiently, providing updates where required and building strong, professional relationships that support an excellent client experience.
• Prepare, review and maintain client documentation, ensuring records are accurate, up to date and compliant with regulatory and internal requirements.
• Process a range of financial transactions, including contributions, withdrawals and fund switches, ensuring all activity is completed accurately and within required timescales.

Requirements

• Minimum 2 years' experience within financial planning
• Strong administration and organisational skills
• Strong attention to detail and ability to manage multiple priorities
• Good understanding of financial products and FCA regulations
• Proficient in Microsoft Office applications
• Experience using provider platforms and CRM systems
• Excellent communication and relationship-building skills