Client Executive

The Opportunity

We are looking for a Client Executive to join our team to provide professional and efficient administration support to our clients and colleagues. As a member of our team, you will be passionate about providing the best service to our clients and enjoy working in partnership with your colleagues to ensure we deliver great outcomes.  

As a Client Executive, you will be supporting one or more Financial Adviser with administration for our financial planning clients which will involve coordinating with your adviser and completing a variety of tasks.

We are looking for someone who is numerate, has strong attention to detail and enjoys working with information and data. You will demonstrate flexibility and willingness whilst enjoying the demands that come with working for a forward-thinking company. You will be willing to learn new tasks and have a keen interest in pursuing and developing your career within financial services.

If this sounds like your next role, please apply below!

About the role

As a Client Executive, you will provide administration support through the completion of various tasks which include but are not limited to:

• Arranging team meetings, client meetings and appointments
• Managing the post for your Adviser team
• Administering new client pensions, investment, and risk contracts
• Effectively liaising with product providers and partners
• Managing and finalising client documentation from start to finish
• Managing and coordinating annual client reviews which includes production of valuations
• Processing investments, fund switches and sales documentation within defined service level agreements
• Reviewing and completing investment transactions ensuring accuracy in line with original instructions
• Dealing with client queries
• Ensuring the back-office system is kept up to date
• To adhere to FCA regulations, internal policies and procedures at all times

This role is integral to enabling a first-class service to our financial planning clients. Training is available to support ongoing personal and professional development.

About the role holder

The focus of this job is the timely provision of administration services to our clients and colleagues. You will be comfortable with numbers and enjoy working with Microsoft Excel and other systems to produce thorough and accurate documentation. Methodical and organised, you will take pride in delivering high quality, detailed work that meets the needs of our clients and colleagues, always paying close attention to the details. You will be passionate about the role you play in helping us to achieve our goals. With a collaborative and supportive approach, you will be a trusted member of the team who is open to sharing ideas and knowledge with colleagues and peers.

Job knowledge is built through structured step-by-step training and positive, supportive coaching from management and peers. You may be working towards or already hold a Certificate in Regulated Financial Services with a keen interest to continue your professional development within financial services.

Essential Criteria

• Experience of working in an office environment, preferably financial services
• Fully conversant in Microsoft Office
• Proven Microsoft Excel skills
• Good communicator including digitally (camera's on)
• Attentive and methodical approach
• Organised and able to prioritise effectively
• Strong customer focus

Desirable Criteria

• Previous experience of working in financial services
• Certificate in Regulated Financial Services or equivalent professional financial services qualifications, either obtained or working towards
• Experience of using CURO

Location

We are flexible on location and therefore, this role could be based in one of our UK offices in Worthing, Cheltenham, London, or Exeter. We operate hybrid working enabling home and office working. This role is full time, but we are happy to talk flexible working.

Benefits 

• 30 days holiday plus public holidays
• Wellbeing day
• Birthday holiday
• Volunteering day
• 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
• Financial wellbeing guidance
• Eyecare vouchers
• Family leave
• Hybrid working
• Referral scheme

About the Company

In 2023, The Fry Group was acquired by The Progeny Group.

The Progeny Group 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 2022, we continued to onboard new team members and made 85 hires, resulting in an overall growth of 42%.  We are the proud winners of the Yorkshire Financial Awards 2023 Best Employer award for the second year running. 

Progeny is also a signatory of the HM Treasury Women in Finance Charter demonstrating our commitment to playing our part in building a more balanced and fair financial services industry. We pledge to promote gender diversity in the workplace and to supporting women’s progression into senior roles.

About our recruitment process

Firstly, please submit a CV and answer the screening questions.

Our recruitment process will consist of:

• First stage - an initial telephone interview (30 mins) and a short online behavioural and skills assessment.
• Second stage – Interview (1 hour) with the opportunity to meet members of the team.

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion, belief, sexual orientation or age.

Please be advised that any offer of employment will be made by The Progeny Group and is subject to you being able to evidence your right to work documentation and us obtaining satisfactory background checks as outlined by the Financial Conduct Authority (FCA). These checks will vary depending on the role and location.

To recruitment agencies: We will not accept unsolicited or speculative CVs and will not be responsible for any fees related to such introductions. We respectfully ask that agencies do not contact us in regard to vacancies advertised on our careers page.