Description As a Financial Planning Administrator, you will provide efficient and effective administration that promptly enacts and supports the advice given to and authorised by our clients.
You will be passionate about client care and dedicated to excellence, with an appetite for learning and personal growth and a willingness to support and champion others.
This role is being recruited for Fiscal Engineers; the team comprises expert advisers with many years of shared knowledge and experience, dealing with high-net-worth individuals and is based in the centre of Nottingham.
Fiscal Engineers are proud to be joining the Progeny Group.
Key Responsibilities Processing dealing instructions and new business applications for clients.
Assisting in the production and compilation of Wealth Plan Update reports.
Monitoring and chasing progress on applications and other transactions with providers.
Efficiently processing client instructions.
Raising and identifying potential issues arising within client instructions and passing this on to the Client Service team.
Skills, Knowledge and Expertise Experience as a Financial Services Administrator or with technical aptitude for the position.
Experience working in a client-facing role.
Passionate about providing an excellent client service.
An appetite for learning and personal growth.
A team player with a willingness to support and champion others.
Excellent attention to detail.
Possess a can do/will do attitude to take ownership of tasks.
Benefits City centre location with car parking provision Discretionary bonus scheme Group scheme benefits - pension scheme, Private Medical Insurance, death in service and Income protection plan Career and personal development pathways Dedicated coaching and learning support Wellbeing support services Generous social budget and team away days Agile and home working policies Study leave and exam support 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.