Description The opportunity We are looking for an Associate Client Executive to join our team to provide professional administration support to our clients and colleagues.
As an integral member of our team, you will be passionate about providing the best service to our clients and enjoy working in partnership with your colleagues to ensure we deliver great outcomes.
We are seeking someone who is numerate, has good attention to detail and enjoys working with information and data.
Using your previous experience of working in a client facing role, you will demonstrate excellent interpersonal skills and an ability to build effective relationships.
This opportunity provides a great insight into wealth management operations and is an ideal role for someone who is either looking to develop a career in financial services or wants to work in a client relationship role.
The role will allow you to build excellent foundational knowledge and skills in financial planning through: On the job learning, structured training and supportive coaching from managers and peers Exposure to a range of tasks and working in close partnership with multiple stakeholders Regular performance and development conversations We are a busy team, passionate about providing the best service to our clients.
We are committed to developing our team 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 are flexible on location and therefore, this role could be based in one of our UK offices in Leeds, Nottingham or Cambridge.
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 be doing As Associate Client Executive, you will be working alongside our knowledgeable Paraplanners and Financial Planners, with administration for our financial planning clients which will involve completing a variety of tasks.
Key responsibilities include: Client service: handling routine client matters and queries, arranging and preparing for client meetings and maintaining positive relationships with your stakeholders.
Managing documentation: maintaining accurate client records and service notes, preparing onboarding documents, compliance paperwork and due diligence.
Client account management: help to prepare account summaries and performance reports for our clients.
Administration support: efficiently coordinating and managing correspondence, post-client meeting actions, organising and maintaining client files, reports and documents .
Data and system management: using technology and systems effectively, ensuring data integrity and keeping our CRM fully accurate and up to date.
About you?? To succeed in the role, you will be: Client-focused: you will bring previous experience of working with clients in a professional environment and be genuinely interested in providing a proactive, client-centric service.
Methodical and organised: you are motivated and enjoy delivering high quality, detail work, always paying close attention to the details.
Excellent interpersonal skills: a supportive and collaborative team member with an ability to build effective relationships with colleagues and clients.
A confident systems and tech user: proficient in Microsoft Office and other systems to produce accurate documentation and complete your tasks.
Curious: willing to learn things with a keen interest in pursuing and developing a career within financial services.
No prior experience of working in financial services?
Not a problem!
Previous financial service experience is not necessary as we will provide the training and support you need to excel in your role, but you will need to be committed and eager to learn.
If you are working towards or already hold a qualification in Financial Services, this will be advantageous.
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 Wellbeing day Birthday holiday Volunteering day 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 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 and we have recently achieved the globally recognised B-Corp certification.
In 2023, we continued to onboard new team members, resulting in an overall growth of 17%.
We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.