Progeny

Financial Planning Administrator – 12 Month Maternity Cover

Progeny

full-time

Posted on:

Location Type: Hybrid

Location: Nottingham • United Kingdom

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About the role

  • Helping to resolve client queries
  • Preparing for client meetings and maintaining positive client relationships
  • Ensuring thorough preparation, review and management of client documentation
  • Ensuring additional client requests are completed including all client post meeting actions
  • Undertaking all processes required and managing intricate tasks
  • Performing trading independently such as switches, withdrawals and contributions
  • Dealing with providers regarding transactions and submissions
  • Using platforms and systems to complete various duties ensuring data integrity and accuracy across all client records
  • Managing portal activities
  • Sharing knowledge and best practice and assisting in team training and strategic projects

Requirements

  • 2+ years of experience in a professional environment, preferably within financial services
  • Good understanding of financial products and FCA principles
  • Full proficiency in Microsoft Office
  • Good knowledge about different provider platforms
  • Confident producing and analysing reports
  • Good organisational skills with ability to manage different priorities
  • Comfortable taking on new tasks and eager to develop technical knowledge and skills
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial productsFCA principlesreport analysisdata integrityclient documentation managementtrading processestransaction managementclient meeting preparationMicrosoft Office proficiencyprovider platform knowledge
Soft Skills
client relationship managementorganizational skillsability to manage prioritiesteam trainingknowledge sharingproblem-solvingadaptabilitycommunication skillsattention to detaileagerness to develop