Financial Planning Administrator

Progeny is the first and only UK firm to bring together independent financial planning, investment management, tax, HR and legal counsel all in one place. Progeny is the proud winner of the Yorkshire Financial Awards 2022 Best Employer award!

Position: Financial Planning Administrator

Location: London (hybrid)

Salary: Upto £32,500 dependent on experience

We are looking for a Financial Planning Administrator who can work collaboratively with Financial Planners and Paraplanners, supporting a variety of administrative tasks and ensuring their portfolios of private and corporate clients receive an exceptional level of service.

The Wealth team is made up of a fast-paced and dynamic team who needs a detail-orientated and self-starting individual to join them.

You will support new business requirements by processing and submitting a wide range of pensions, life assurance, and investment business, and efficiently responding to client and planner requests.

To be successful you’ll need to bring…

• Relevant experience in a supporting/administration role within a financial service setting.
• Experience working in a client-facing role.
• Good working knowledge in areas such as pensions, investments, and protection.
• Knowledge and understanding of Product Provider websites and online systems, Old Mutual Wealth, Elevate, Transact, and Standard Life.
• Ability to build and maintain excellent stakeholder relationships within all aspects of the business.
• Well organised and excellent time management skills
• Diploma in Financial Planning or working towards (desirable).

Please refer to our job description to review the responsibilities of the role in more detail.

Hiring process…

• Application form and CV submission
• Telephone screening
• Online skills assessment
• Technical assessment
• Interview

Here’s what it means for you…

• 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 us...

We are a forward-thinking and tech-driven business, using technology to eliminate paperwork, improve communications and enrich the relationship between client and adviser. We create, enhance, and preserve wealth.

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.

In 2022, we continued to onboard new team members and made 85 hires, resulting in an overall growth of 42%. This is an exciting time for Progeny as we continue to grow.

Interested in joining us? Please click “apply”, fill out our brief application form, and attach your CV.

We are an equal opportunities employer, committed to providing equal opportunities for all, and will treat all job applicants fairly at each stage of the recruitment and selection process.

We strive to attract diverse talent and create a work environment where all individuals are treated fairly and have equal access to opportunities and resources. We know that having varied perspectives helps generate better ideas and therefore have adopted skills-based hiring practices.