Client Experience Executive - Financial Planning Support

The Progeny Group Limited; Easter Howgate; On-site; GBP 26,000 - 34,000; Full time

Job summary

The Progeny Group Limited is seeking a Financial Planning Administrator (Client Executive) to support Financial Planners and Paraplanners with client servicing, documentation, and transactional processing.

You will manage client records, coordinate meetings, and handle queries while maintaining strong relationships with clients and providers. Office-based with three days in the office per week in the UK.

Qualifications

• Minimum 2 years' experience within financial planning.
• Strong administration and organisational skills with attention to detail.
• Excellent communication and relationship-building skills.
• Proficient in Microsoft Office and CRM systems.

Responsibilities

• Act as a key point of contact for clients, managing queries and building professional relationships.
• Prepare for client meetings by coordinating documentation and information.
• Maintain client documentation and records across systems and CRM platforms.
• Manage post-meeting actions and follow-up tasks to service standards.
• Process client transactions and liaise with providers on queries.

Skills

Client service

Administration

Organisational skills

Communication

Tools

CRM systems

Provider platforms

Microsoft Office

Job description

The Progeny Group Limited is seeking a Financial Planning Administrator (Client Executive) to support Financial Planners and Paraplanners with client servicing, documentation, and transactional processing.

You will manage client records, coordinate meetings, and handle queries while maintaining strong relationships with clients and providers. Office-based with three days in the office per week in the UK.