Client Executive: Financial Planning Administration

Progeny; Cambridge; On-site; GBP 26,000 - 38,000; Full time

Job summary

Progeny in Cambridge (UK) seeks a Financial Planning Administrator to support Financial Planners and Paraplanners, handling client service, documentation, and transaction processing. You will manage client queries, coordinate meetings, and maintain accurate records across systems while upholding regulatory standards.

The role requires strong organisational skills, attention to detail, and the ability to handle multiple priorities with professionalism and client focus.

Qualifications

• Minimum 2 years of 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 strong relationships.
• Prepare for client meetings by coordinating documentation and ensuring materials are complete on time.
• Prepare, review and maintain client documentation and ensure records are compliant and up to date.
• Manage post-meeting actions and follow-up activities, updating clients and colleagues as appropriate.
• Process financial transactions (contributions, withdrawals, fund switches) accurately and within timescales.
• Maintain client data across systems and support continuous improvement initiatives.
• Manage workflows to meet service levels, KPIs and client expectations.

Tools

CRM systems

Job description

Progeny in Cambridge (UK) seeks a Financial Planning Administrator to support Financial Planners and Paraplanners, handling client service, documentation, and transaction processing. You will manage client queries, coordinate meetings, and maintain accurate records across systems while upholding regulatory standards.

The role requires strong organisational skills, attention to detail, and the ability to handle multiple priorities with professionalism and client focus.