Client Experience Lead – Financial Planning Admin

Progeny; Nottingham; On-site; GBP 24,000 - 32,000; Full time

Job summary

Progeny, Nottingham-based financial planning firm, is seeking a Financial Planning Administrator (Client Executive) to support Financial Planners and Paraplanners. You will handle client servicing, documentation, and transactional processing with accuracy and professionalism.

The role requires strong organisation, attention to detail and the ability to manage multiple priorities independently while delivering an excellent client experience.

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, providing updates where required and building strong, professional relationships that support an excellent client experience.
• Prepare for client meetings by coordinating documentation, gathering relevant information and ensuring all materials are completed accurately and on time.
• Prepare, review and maintain client documentation, ensuring records are accurate, up to date and compliant with regulatory and internal requirements.
• Maintain client information across systems and CRM platforms, ensuring data integrity and consistency at all times.
• Manage post-meeting actions and follow-up activities, ensuring client requests are completed accurately and within agreed service standards.
• Take ownership of tasks from initiation through to completion, providing updates to clients and colleagues as appropriate.
• Process a range of financial transactions, including contributions, withdrawals and fund switches, ensuring all activity is completed accurately and within required timescales.
• Liaise with providers on transactions, submissions and technical queries, escalating more complex matters where appropriate.
• Manage workflows and prioritise tasks effectively to meet service levels, KPIs and client expectations.
• Maintain accurate client data across systems and platforms while supporting continuous improvement initiatives, best practice adoption and process efficiencies.

Skills

Financial planning experience

FCA regulations knowledge

Administration skills

CRM systems

Provider platforms

MS Office

Attention to detail

Communication skills

Relationship building

Job description

Progeny, Nottingham-based financial planning firm, is seeking a Financial Planning Administrator (Client Executive) to support Financial Planners and Paraplanners. You will handle client servicing, documentation, and transactional processing with accuracy and professionalism.

The role requires strong organisation, attention to detail and the ability to manage multiple priorities independently while delivering an excellent client experience.