Financial Planning Administrator (Part Time)

Progeny; Leeds; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading company in wealth operations seeks several Financial Planning Administrators to deliver specialized administration services. The role focuses on maintaining strong client relationships, managing documentation, and collaborating with financial planners. Candidates should have 2+ years of experience in the financial sector, strong interpersonal skills, and a proactive attitude towards client service. Opportunities for professional development and a supportive team environment await the right individuals.

Benefits

30 days holiday plus public holidays

3 days of celebratory leave

Private medical insurance

Employee assistance programme

Group pension scheme

Life assurance scheme

Eyecare vouchers

Family leave

Referral scheme

Qualifications

• Minimum 2 years in financial services.
• Experience in client-facing roles.
• Proficient in Microsoft Office and provider platforms.

Responsibilities

• Serve as point of contact for clients, managing queries and preparing meeting materials.
• Oversee documentation and maintain client records diligently.
• Complete transactions independently and manage client accounts efficiently.

Skills

Client-focused

Interpersonal skills

Organized

Numerate

Autonomous

Education

Experience in financial services

Tools

Microsoft Office

Job description

Department: Wealth

Location: Cambridge, UK

Description

The opportunity

We are looking for several Financial Planning Administrators (known internally as Client Executives) to join our team and manage specialised administration support/services and maintain excellent client relationships. Integral to the delivery of outstanding client experiences at Progeny, you will work alongside our knowledgeable Paraplanners and Financial Planners to assist on cases for a wide range of clients. You will be empowered to take on new tasks, develop specialist knowledge and establish yourself as ‘a go to’ person in your team.

We are seeking someone who has gained some experience working in financial services (2 +years) and is motivated by delivering high quality work. This opportunity is ideal for someone who enjoys working autonomously when needed, as well as working collaboratively, contributing ideas and sharing knowledge with others.

This role offers great opportunities to expand your knowledge about financial services, FCA principles, develop your technical expertise and support the learning of others. You’ll gain this through:

• Regular coaching, development conversations and opportunities to advance you career through a variety of pathways.
• Great exposure to a range of different areas of wealth operations and working in close partnership with multiple stakeholders.
• Becoming a training buddy to support and guide your newest team members.

We are a busy team, passionate about providing the best service to our clients. We are committed to developing our people and this role will provide clear progression and growth opportunities within the Wealth Operations team and wider business.

If this sounds like your next role, please apply today!

LocationThis role will be based in our Cambridge office. We operate hybrid working enabling home and office working, allowing you to balance your personal responsibilities/interests and connecting with your colleagues.

Working hours: Part time working hours can be discussed.

What you will do

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 take responsibility for:

• Client service: acting as a point of contact for clients, resolving client queries, preparing for client meetings and maintaining positive client relationships.
• Managing documentation: ensuring thorough preparation, review and management of client documentation and maintain comprehensive client files and reports.
• Client account management: completing any additional client requests within set timeframes, including all client post meeting actions.
• Completing transactions: performing trading independently such as switches, withdrawals and contributions.
• Process management: undertaking all processes required within the Client Executive centre of excellence and managing all tasks.
• Liaising with providers: dealing professionally with third-party providers regarding transactions and submissions.
• Data and system management: using platforms and systems to complete your duties, ensuring data integrity and accuracy across all client records. Maintaining the accuracy of our CRM and ensuring this is accurate and kept up to date.
  
  

About you

To thrive in the role, you will be/have:

Financial Services experience – you will bring a minimum of 2 years’ experience,with a good understanding of financial products and FCA principles.

Client-focused – experienced and thrive in a client-facing role, with a genuine interest in their needs and enjoy providing proactive, effective and efficient support to stakeholders.

A Confident platform and tech user – fully proficient in the use of Microsoft Office, knowledgeable about different provider platforms and able to confidently produce and analyse reports.

Methodical and organised – motivated to deliver high-quality work, with great levels of attention to detail and experience of managing different priorities.

Excellent interpersonal skills –a supportive and collaborative team member with an ability to build strong relationships effectively. You will be eager to contribute, share, coach others, and embrace your role as a ‘go-to’ person for our Associate Client Executives.

Self-driven and autonomous – happy to work autonomously and confident to take on new tasks. You’ll also be eager to develop your technical knowledge/skills and strive to become a subject matter expert.

Numerate – You have a good aptitude for numbers and enjoy applying them to real-world scenarios.

No qualification in Financial Services/Planning? No problem! Whilst working towards or holding a qualification in Financial Services is advantageous, we would still like to hear from you if you have developed great knowledge and skills in in our sector and have an eagerness to learn or begin qualifications.

We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.

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
• Family leave
• Referral scheme