Financial Planning Administrator

Join Progeny, a leading wealth management firm, as a Financial Planning Administrator (Client Executive). Based in Nottingham, you will work closely with Paraplanners and Financial Planners to deliver outstanding client experiences. Your responsibilities will include managing client queries, documentation, account management, process management, transactions, provider liaison, data management, and team support. You will have opportunities for professional development and growth within the company.

The role requires someone who is detailed-orientated, committed to delivering high quality work, and enjoys working with information and data

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

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

Responsibilities

• 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.

Requirements

• 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