Client Executive
This role offers great opportunities to expand your knowledge about financial services, FCA principles, develop your technical expertise and support the learning of others. You’ll gain this through:
- Regular coaching, development conversations and opportunities to advance you career through a variety of pathways.
- Great exposure to a range of different areas of wealth operations and working in close partnership with multiple stakeholders.
- Becoming a training buddy to support and guide your newest team members.
What you will do
- Client service: acting as a point of contact for clients, resolving client queries, preparing for client meetings and maintaining positive client relationships.
- Managing documentation: ensuring thorough preparation, review and management of client documentation and maintain comprehensive client files and reports.
- Client account management: completing any additional client requests within set timeframes, including all client post meeting actions.
- Completing transactions: performing trading independently such as switches, withdrawals and contributions.
- Process management: undertaking all processes required within the Client Executive centre of excellence and managing all tasks.
- Liaising with providers: dealing professionally with third-party providers regarding transactions and submissions.
- Data and system management: using platforms and systems to complete your duties, ensuring data integrity and accuracy across all client records. Maintaining the accuracy of our CRM and ensuring this is accurate and kept up to date.
About you
We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
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
- Referral scheme
À propos de Progeny
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.
In 2023, we continued to onboard new team members, resulting in an overall growth of 17%. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
Documents
Notre processus d'embauche
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