Wealth Planning Support Specialist

The Progeny Group Limited; Nottingham; On-site; GBP 25,000 - 32,000; Full time

Benefits offered by this job

30 days holiday plus public holidays

Private medical insurance

24/7 digital GP and health advice

Employee assistance programme

Group pension scheme

Life assurance scheme

Eyecare vouchers

Enhanced family leave

Referral scheme

Job summary

The Progeny Group Limited seeks a Financial Planning Administrator (Client Executive) based in our Ropewalk office in Nottingham. You will support Paraplanners and Financial Planners with specialised administration and maintain positive client relationships.

You will bring 2+ years in a professional setting, ideally within financial services, with a solid grasp of FCA principles and robust MS Office skills to produce and analyse reports.

Qualifications

• 2+ years' professional experience, preferably in financial services.
• Good understanding of financial products and FCA principles.
• Proficient in Microsoft Office; strong reporting skills.
• Knowledge of provider platforms.

Responsibilities

• Client service: resolve queries and prepare for client meetings.
• Manage client documentation and files.
• Client account management and post‑meeting actions.
• Process management and executing intricate tasks.
• Perform trading transactions independently (switches, withdrawals, contributions).
• Liaise with providers regarding transactions and submissions.
• Maintain data integrity across client records and CRM; manage portal activities.
• Support the team with knowledge sharing and training.

Skills

Microsoft Office

Job description

The Progeny Group Limited seeks a Financial Planning Administrator (Client Executive) based in our Ropewalk office in Nottingham. You will support Paraplanners and Financial Planners with specialised administration and maintain positive client relationships.

You will bring 2+ years in a professional setting, ideally within financial services, with a solid grasp of FCA principles and robust MS Office skills to produce and analyse reports.