Client Executive

2 weeks ago


Edinburgh, United Kingdom Progeny Full time

**Description**:
As a Client Executive, you will work collaboratively with Financial Planners and PAs to support with a variety of administrative tasks to ensure both their portfolios of private and corporate clients receive an exceptional level of service complying with FCA rules and regulations.

**Key Responsibilities**:

- Support new business requirements with processing and submitting a wide range of pensions, life assurance and investment business.
- Prepare annual review packs for Planners’ Client meetings.
- Complete administration requirements following Planner meetings with Clients.
- Act as the first point of contact for all Clients: dealing with correspondence and telephone enquiries within agreed timescales. Resolving incoming queries from clients.

For full details of the role responsibilities, please see the attached job description.

**Skills, Knowledge and Expertise**:

- Administration experience gained within Financial Services/IFA background (essential).
- Diploma in Financial Planning or working towards (desirable).
- Experience in using Microsoft Dynamics 365 CRM Curo (desirable).
- Good working knowledge in areas such as pensions, investments, and protection.
- Understanding of Microsoft Office suite.
- Familiar with provider websites and online systems.
- Well organised and possess excellent time management skills.

**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
- Eyecare vouchers
- Family leave
- Hybrid working
- Referral scheme

**About Progeny**:
We 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.



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