Financial Services Coordinator

2 weeks ago


Nottingham, Nottingham, United Kingdom The Progeny Group Full time
Client Executive Role

As a key member of our Wealth team, you will play a vital role in delivering exceptional client experiences and supporting our Financial Planners and Paraplanners in their daily tasks.

Key Responsibilities
  1. Develop a comprehensive understanding of our offerings, operational processes, and procedures to ensure seamless client onboarding and support.
  2. Prepare and process new business and client onboarding, including pensions, life assurance, and investment business.
  3. Support the annual review journey and ensure client data is accurate and up-to-date on both back-office and provider systems.
  4. Act as the primary point of contact for clients, addressing their needs and inquiries within documented Service Level Agreements.
  5. Collaborate with planners to manage diaries and organize client meetings when required.
  6. Support administrative tasks and processes within specialist areas, including Employee Benefits, Final Salary, and Mortgages.
Requirements
  1. Experience in a supporting role within a financial services setting.
  2. Client-facing experience and excellent interpersonal and client care skills.
  3. Diploma in Financial Planning or working towards (desirable).
  4. Working towards CeMAP (Mortgages; desirable).
  5. Comprehensive knowledge of various provider platforms and their transactional requirements.
  6. Exceptionally organized and self-directed with strong time management abilities.
  7. Thorough understanding of the financial services industry, including regulations.
Benefits
  1. 30 days holiday plus public holidays
  2. Wellbeing day
  3. Birthday holiday
  4. Volunteering day
  5. Private medical insurance, 24/7 digital GP and health advice
  6. Employee assistance programme providing support for your mental and physical health
  7. Group pension scheme
  8. Life assurance scheme
  9. Eyecare vouchers
  10. Family leave
  11. Hybrid working
  12. Referral scheme


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