We are looking for a Senior Financial Planning Administrator to join our team and support in the delivery of outstanding client experience at Progeny. You will work alongside our knowledgeable Paraplanners and Financial Planners to manage clients with significant portfolios through the provision of specialised administration and handling complex transactional work.
Requirements
- Financial Services experience
- Client-focused with a client-centric mindset
- Confident platform and tech user
- Methodical and organised with high attention to detail
- Excellent interpersonal skills with ability to build strong relationships
- Supporting others with learning and professional growth
- Self-driven and autonomous with eagerness to develop and maintain technical knowledge/skills
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave
- Private medical insurance
- Employee assistance programme
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Enhanced family leave
- Referral scheme
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