Senior Financial Planning Administrator

Progeny; Worthing; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading financial services firm in Worthing seeks a Senior Financial Planning Administrator to enhance client experiences and manage complex portfolios. Candidates need at least 3 years of relevant experience and an ability to build strong relationships. This role involves client service, documentation management, and training others within the team. Hybrid working is supported, along with comprehensive benefits including private medical insurance, generous holiday allowance, and a supportive work environment.

Benefits

30 days holiday plus public holidays

Private medical insurance

Employee assistance programme

Group pension scheme

Life assurance scheme

Qualifications

• Minimum 3 years' experience in financial planning/supporting the financial planning journey.
• Strong communicator with the ability to build relationships.
• Experience managing multiple priorities in a fast-paced environment.

Responsibilities

• Act as a point of contact for clients, managing high-value matters.
• Ensure thorough preparation and management of client documentation.
• Complete additional client requests within set timeframes.
• Manage intricate tasks within the Client Executive centre.
• Perform CGT checks and complete annual reviews.

Skills

Client-focused mindset

Excellent interpersonal skills

Financial Services experience

Proficient in Microsoft Office

Attention to detail

Job description

We are looking for a Senior Financial Planning Administrator (known internally as Senior Client Executive) to join our team and support the delivery of outstanding client experience at Progeny as part of our high-value client proposition. You will work alongside our knowledgeable Paraplanners and Financial Planners to manage clients with significant portfolios through the provision of specialised administration and handling complex transactional work.

A natural communicator who takes pride in building strong relationships, you will develop rapport with clients and ensure a trusting relationship is built overtime, delighting them with your proactivity, diligence and commitment to supporting them in achieving their goals. You will also assume the role as a subject matter expert within the team and support others with their learning.

We are seeking someone who can work independently and thrives in a fast-paced environment. You will be effective in delivering multiple priorities, whilst ensuring high quality, accurate work. You will also need three plus years in financial planning/supporting the financial planning journey to contribute to team results from day one.

This role offers great opportunities to :

• Work on complex cases that are mentally stimulating, with plenty of opportunities to apply critical thinking and problem solving on a daily basis.
• Interact regularly with high-value clients and develop rewarding long-term relationships.
• Play a key role in the development of your colleagues through the delivery of training and assuming a mentoring role.

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!

Location

We operate hybrid working enabling home and office working, allowing you to balance your personal responsibilities/interests and connecting with your colleagues.

What you will do

• Client service: acting as a point of contact for clients, managing high‑value client matters and queries, preparing for client meetings and building long‑term, trusting relationships with clients.
• Managing documentation: ensuring thorough preparation, review and management of client documentation and maintaining comprehensive client files and reports.
• Client account management: completing any additional high‑value client requests within set timeframes, including all client post‑meeting actions.
• Process management: undertaking all processes required within the Client Executive centre of excellence and managing intricate tasks.
• Technical work: performing tasks such as CGT checks, running annuity and protection quotes, illustrations, completing annual reviews and assessment of suitability letters.
• Supporting the team: sharing knowledge and best practice, deputising for Client Executive Managers, acting as a point of escalation for colleagues and assisting in team training and strategic projects.
• Data and system management: maintaining the accuracy of our CRM and ensuring this is accurate and kept up to date and managing portal activities including advanced functions.

About you

• Financial Services experience – you will bring a minimum of 3 years’ experience with a good understanding of financial products and FCA principles.
• Client‑focused – experienced and thrive in a client‑facing role, a client‑centric mindset and passion for delivering operational excellence is essential for this role.
• A confident platform and tech user – fully proficient in the use of Microsoft Office, are knowledgeable about different provider platforms and able to confidently produce and interpret 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.
• Supporting others – keen to support others with their learning and professional growth, you will be motivated to share your knowledge and take the initiative to upskill your colleagues where possible.
• Self‑driven and autonomous – happy to work autonomously and eager to develop and maintain your technical knowledge/skills to support the wider team.

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 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
• Enhanced family leave
• Referral scheme

About Progeny

We create, enhance, and preserve wealth.

We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.

We are forward‑thinking and tech‑driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.

At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities, including Zarach.

We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.