Financial Planning Administrator

Progeny

Financial Planning Administrator providing specialized administration support at Progeny. Managing documentation and client relationships to deliver outstanding client experiences in a hybrid working environment.

Posted 5/23/2026full-timeEdinburgh • 🇬🇧 United KingdomJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

The focus of this role is the timely provision of specialised administration services to our clients and colleagues, always adhering to best practices.
Client service: acting as a point of contact for clients, resolving client queries, preparing for client meetings and maintaining positive client relationships.
Managing documentation: ensuring thorough preparation, review and management of client documentation and maintaining comprehensive client files and reports.
Client account management: completing any additional client requests within set timeframes, including all client post-meeting actions.
Completing transactions: performing trading independently, such as switches, withdrawals and contributions.
Process management: undertaking all processes required within the Client Executive centre of excellence and managing all tasks.
Liaising with providers: dealing professionally with third-party providers regarding transactions and submissions.
Data and system management: using platforms and systems to complete your duties, ensuring data integrity and accuracy across all client records. Maintaining the accuracy of our CRM and ensuring this is accurate and kept up to date.

Requirements

What you’ll need

Financial Services experience – you will bring a minimum of 2 years’ experience with a good understanding of financial products and FCA principles.
Client-focused – experienced and thrive in a client-facing role, with a genuine interest in their needs and enjoy providing proactive, effective and efficient support to stakeholders.
A Confident platform and tech user – fully proficient in the use of Microsoft Office, knowledgeable about different provider platforms and able to confidently produce and analyse reports.
Methodical and organised – motivated to deliver high-quality work, with great levels of attention to detail and experience managing different priorities.
Excellent interpersonal skills – a supportive and collaborative team member with an ability to build strong relationships effectively.
Self-driven and autonomous – happy to work autonomously and confident to take on new tasks.
Numerate – You have a good aptitude for numbers and enjoy applying them to real-world scenarios.
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.

Benefits

Comp & perks

30 days holiday plus public holidays
3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events)
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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial productsFCA principlesclient documentation managementtrading transactionsdata integrityreport analysisattention to detailnumeracy

Soft Skills

client-focusedinterpersonal skillsmethodicalorganisedself-drivenautonomouscollaborativeproactive support