Client Executive - Financial Planning Admin (Hybrid)

The Progeny Group Limited; Otley; Hybrid; GBP 28,000 - 36,000; Full time

Job summary

The Progeny Group Limited is seeking a Financial Planning Administrator (Client Executive) to provide comprehensive support to Financial Planners and Paraplanners. The role emphasizes client service, accurate record-keeping, and efficient processing of transactions.

Hybrid working arrangement requires at least three days in the office per week, with days aligned to team priorities. You will handle client queries, documentation, and CRM data while maintaining regulatory and internal standards.

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, managing queries efficiently and building professional relationships.
• Prepare, review and maintain client documentation, ensuring records are accurate and compliant.
• Manage post-meeting actions and follow-up activities, providing updates as appropriate.
• Process a range of financial transactions, including contributions, withdrawals and fund switches.
• Manage workflows and prioritise tasks to meet service levels and client expectations.

Skills

Financial planning

Administration

CRM systems

Microsoft Office

Attention to detail

Communication skills

Tools

CRM platforms

Provider platforms

Job description

The Progeny Group Limited is seeking a Financial Planning Administrator (Client Executive) to provide comprehensive support to Financial Planners and Paraplanners. The role emphasizes client service, accurate record-keeping, and efficient processing of transactions.

Hybrid working arrangement requires at least three days in the office per week, with days aligned to team priorities. You will handle client queries, documentation, and CRM data while maintaining regulatory and internal standards.