Client Executive
Progeny
Client Executive
DescriptionAs a Client Executive, you will work collaboratively with Financial Planners and Paraplanners to support a wide variety of tasks to elevate the overall client outcome. With excellent interpersonal and client care skills, you will build and maintain relationships across the business and always strive for outstanding standards of client service.
Key Responsibilities\nDevelop a comprehensive understanding of Progeny’s offerings, operational processes, and procedures within defined Service Level Agreements (SLAs).\nPrepare, process, and support new business and the onboarding of new clients; processing and submitting a range of pensions, life assurance, and investment business. \nPrepare, process, and support the annual review journey.\nEnsure client data is accurate and up to date on both back office and provider systems.\nAct as the primary point of contact for clients, addressing their needs and inquiries within documented SLAs. \nHelp to manage planner diaries and organise client meetings when required.\nSupporting administrative tasks and processes within specialist areas, including, Employee Benefits, Final Salary, and Mortgages. \nWe reserve the right to close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
Skills, Knowledge and Expertise\nExperience in a supporting role within a financial service setting.\nExperience working in a client-facing role.\nDiploma in Financial Planning or working towards (desirable).\nWorking towards CeMAP (Mortgages; desirable).\nComprehensive knowledge of various provider platforms and their transactional requirements.\nExcellent interpersonal and client care skills.\nExceptionally organised and self-directed with strong time management abilities.\nThorough understanding of the financial services industry, including regulations.\nPlease refer to our job description to review the responsibilities and person specification in more detail.
Benefits\n30 days holiday plus public holidays\nWellbeing day\nBirthday holiday\nVolunteering day\nPrivate medical insurance, 24/7 digital GP and health advice\nEmployee assistance programme providing support for your mental and physical health\nGroup pension scheme\nLife assurance scheme\nEyecare vouchers\nFamily leave\nHybrid working\nReferral scheme\n
Department: Wealth
Employment Type: Full Time
Location: Marlow, UK
DescriptionAs a Client Executive, you will work collaboratively with Financial Planners and Paraplanners to support a wide variety of tasks to elevate the overall client outcome. With excellent interpersonal and client care skills, you will build and maintain relationships across the business and always strive for outstanding standards of client service.
Key Responsibilities\nDevelop a comprehensive understanding of Progeny’s offerings, operational processes, and procedures within defined Service Level Agreements (SLAs).\nPrepare, process, and support new business and the onboarding of new clients; processing and submitting a range of pensions, life assurance, and investment business. \nPrepare, process, and support the annual review journey.\nEnsure client data is accurate and up to date on both back office and provider systems.\nAct as the primary point of contact for clients, addressing their needs and inquiries within documented SLAs. \nHelp to manage planner diaries and organise client meetings when required.\nSupporting administrative tasks and processes within specialist areas, including, Employee Benefits, Final Salary, and Mortgages. \nWe reserve the right to close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
Skills, Knowledge and Expertise\nExperience in a supporting role within a financial service setting.\nExperience working in a client-facing role.\nDiploma in Financial Planning or working towards (desirable).\nWorking towards CeMAP (Mortgages; desirable).\nComprehensive knowledge of various provider platforms and their transactional requirements.\nExcellent interpersonal and client care skills.\nExceptionally organised and self-directed with strong time management abilities.\nThorough understanding of the financial services industry, including regulations.\nPlease refer to our job description to review the responsibilities and person specification in more detail.
Benefits\n30 days holiday plus public holidays\nWellbeing day\nBirthday holiday\nVolunteering day\nPrivate medical insurance, 24/7 digital GP and health advice\nEmployee assistance programme providing support for your mental and physical health\nGroup pension scheme\nLife assurance scheme\nEyecare vouchers\nFamily leave\nHybrid working\nReferral scheme\n
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