Financial Planning Administrator
Progeny
Financial Planning Administrator
DescriptionAs 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\nProcessing dealing instructions and new business applications for clients.\nAssisting in the production and compilation of Wealth Plan Update reports. \nMonitoring and chasing progress on applications and other transactions with providers.\nEfficiently processing client instructions.\nRaising and identifying potential issues arising within client instructions and passing this on to the Client Service team. \n
Skills, Knowledge and Expertise\nExperience as an administrator within a Financial or Professional Services firm.\nExperience working in a client-facing role. \nPassionate about providing an excellent client service. \nAn appetite for learning and personal growth. \nA team player with a willingness to support and champion others.\nExcellent attention to detail.\nPossesses a can do/will do attitude to take ownership of tasks.\n
Benefits\nCity centre location with car parking provision\nDiscretionary bonus scheme\nGroup scheme benefits - pension scheme, Private Medical Insurance, death in service and\nIncome protection plan\nCareer and personal development pathways\nDedicated coaching and learning support\nWellbeing support services\nGenerous social budget and team away days\nAgile and home working policies\nStudy leave and exam support\n
Department: Operations
Employment Type: Full Time
Location: Nottingham, UK (22a The Ropewalk)
DescriptionAs 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\nProcessing dealing instructions and new business applications for clients.\nAssisting in the production and compilation of Wealth Plan Update reports. \nMonitoring and chasing progress on applications and other transactions with providers.\nEfficiently processing client instructions.\nRaising and identifying potential issues arising within client instructions and passing this on to the Client Service team. \n
Skills, Knowledge and Expertise\nExperience as an administrator within a Financial or Professional Services firm.\nExperience working in a client-facing role. \nPassionate about providing an excellent client service. \nAn appetite for learning and personal growth. \nA team player with a willingness to support and champion others.\nExcellent attention to detail.\nPossesses a can do/will do attitude to take ownership of tasks.\n
Benefits\nCity centre location with car parking provision\nDiscretionary bonus scheme\nGroup scheme benefits - pension scheme, Private Medical Insurance, death in service and\nIncome protection plan\nCareer and personal development pathways\nDedicated coaching and learning support\nWellbeing support services\nGenerous social budget and team away days\nAgile and home working policies\nStudy leave and exam support\n
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