Client Executive — Financial Planning Admin

The Progeny Group Limited; Cambridge; On-site; GBP 32,000 - 42,000; Full time

Job summary

The Progeny Group Limited is seeking a Financial Planning Administrator (Client Executive) to provide administrative support to Financial Planners and Paraplanners, handling client servicing, records, and transactions.

The role requires strong organisational skills and attention to detail, with a client-focused approach. A minimum of three days in the office weekly is expected to foster collaboration and excellent client service.

Qualifications

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

Responsibilities

• Act as a key point of contact for clients and providers.
• Prepare for client meetings by coordinating documentation and ensuring materials are completed accurately and on time.
• Maintain client documentation and ensure records are accurate and compliant.
• Manage post-meeting actions and follow-up activities, updating clients and colleagues as needed.
• Process financial transactions (contributions, withdrawals, fund switches) accurately and within timescales.
• Manage workflows to meet service levels, KPIs and client expectations.

Skills

Financial planning

Administration

Organisational skills

Attention to detail

Communication skills

Tools

CRM systems

Provider platforms

Microsoft Office

Job description

The Progeny Group Limited is seeking a Financial Planning Administrator (Client Executive) to provide administrative support to Financial Planners and Paraplanners, handling client servicing, records, and transactions.

The role requires strong organisational skills and attention to detail, with a client-focused approach. A minimum of three days in the office weekly is expected to foster collaboration and excellent client service.