Financial Planning Administrator

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

About The Role

The Financial Planning Administrator (internally known as Client Executive) is an integral member of our team in delivering outstanding client experience. Based at Progeny’s Ropewalk office in Nottingham – formerly Fiscal Engineers, a firm with a respected track record in high‑net‑worth wealth management – this role works closely with our Paraplanners and Financial Planners to manage specialised administration tasks and maintain positive client relationships. Additionally, you may assist with cases across other client segments.

Role

The focus of this role is the timely provision of specialised administration services to our clients and colleagues, always adhering to best practices. You will have responsibility for:

• Client service: helping to resolve client queries, preparing for client meetings and maintaining positive client relationships.
• Managing documentation: ensure thorough preparation, review and management of client documentation and maintain comprehensive client files.
• Client account management: ensure any additional client requests are completed including all client post meeting actions.
• Process management: undertake all processes required and manage intricate tasks.
• Completing transactions: perform trading independently such as switches, withdrawals and contributions.
• Liaising with providers: deal with providers regarding transactions and submissions.
• Data and system management: using platforms and systems to complete various duties ensuring data integrity and accuracy across all client records. Ensure our CRM is kept fully accurate and up to date. Manage portal activities.
• Supporting the team: share knowledge and best practice and assist in team training and strategic projects.

What Success Looks Like

• Our clients and colleagues receive a positive experience
• Workload is managed efficiently and effectively in line with set KPIs and SLAs
• Documentation and records are accurately maintained and in accordance with regulatory standards
• Effective communication is maintained with your team and Financial Planners
• Collaborative and supportive of the teams needs
• Demonstrates commitment to building and maintaining knowledge of financial services and client relationship management
• Shares knowledge and best practice, contributing to continuous improvement
• An engaged and positive member of the team

Our ideal person

The role holder will have experience working in a professional environment (2+ years) preferably within financial services and possess a good understanding of financial products and FCA principles. You will be fully proficient in Microsoft Office, possess good knowledge about different provider platforms and be confident producing and analysing reports.

As someone who enjoys delivering high quality, thorough work that meets the needs of our clients and colleagues, you will possess good organisational skills together with an ability to manage different priorities. With a collaborative and supportive approach, you will be a trusted member of the team who is eager to contribute, share ideas and coach others.

You will be able to work autonomously escalating where appropriate for support on more complex matters. You will be comfortable taking on new tasks and eager to develop your technical knowledge and skills.

The Client Executive plays a vital role in our client proposition so a client‑centric mindset and passion for delivering operational excellence is essential for this role. You will be genuinely interested in the client and providing effective and efficient support to your stakeholders.

Desirable Criteria

You may be working towards or already hold a qualification in Financial Services. Alternatively, you may be keen to start a professional qualification (i.e. CII). We will discuss the appropriateness of exam/qualification with you taking account of your interests and career aspirations.

Development Opportunities

• Expand your knowledge about the financial services industry and FCA principles
• Continue to develop your technical knowledge and be exposed to different areas of wealth operations
• Contribute to the training and support of new team members as part of a collaborative team approach
• Receive coaching and development as part of your role
• Different career paths and growth opportunities available

Benefits

• 30 days holiday plus public holidays
• 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you.
• Private medical insurance, 24/7 digital GP and health advice
• Employee assistance programme providing support for your mental and physical health
• Group pension scheme
• Life assurance scheme
• Eyecare vouchers
• Enhanced family leave
• Referral scheme