Client Executive: Financial Planning Admin

Progeny; East Midlands; On-site; GBP 32,000 - 46,000; Full time

Benefits offered by this job

30 days holiday

Celebratory leave

Private medical insurance

Employee assistance programme

Group pension scheme

Life assurance scheme

Eyecare vouchers

Enhanced family leave

Referral scheme

Job summary

Progeny in Nottingham is seeking a Financial Planning Administrator (Client Executive) to deliver specialist administration to clients and colleagues. You will work with Paraplanners and Financial Planners to manage tasks and maintain strong client relationships, with potential involvement across other client segments.

You will support client queries, prepare documentation, maintain client records, and ensure data integrity across platforms, including CRM, while contributing to team training and

Qualifications

• Experience in a professional financial services environment.
• Proven ability to manage client documents accurately.
• Familiar with FCA principles and regulatory standards.

Responsibilities

• Provide client service support and resolve queries.
• Prepare for client meetings and maintain files.
• Manage client accounts and post-meeting actions.
• Handle documentation review and process management.
• Perform transactions and liaise with providers.
• Ensure data accuracy across client records and CRM.
• Support team training and projects.

Skills

Client service

Documentation management

Data integrity

Organisational skills

Communication

Education

2+ years experience in financial services

Tools

CRM systems

Microsoft Office

Provider platforms

Job description

Progeny in Nottingham is seeking a Financial Planning Administrator (Client Executive) to deliver specialist administration to clients and colleagues. You will work with Paraplanners and Financial Planners to manage tasks and maintain strong client relationships, with potential involvement across other client segments.

You will support client queries, prepare documentation, maintain client records, and ensure data integrity across platforms, including CRM, while contributing to team training and