Client Executive - Edinburgh, United Kingdom - Progeny

Progeny

Verified Company

Edinburgh, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Description:

As a Client Executive, you will work collaboratively with Financial Planners and Paraplanners to support a wide variety of tasks to elevate the overall client outcome.

With excellent interpersonal and client care skills, you will build and maintain relationships across the business and always strive for outstanding standards of client service.

Key Responsibilities:

Develop a comprehensive understanding of Progeny's offerings, operational processes, and procedures within defined Service Level Agreements (SLAs).
Prepare, process, and support new business and the onboarding of new clients; processing and submitting a range of pensions, life assurance, and investment business.
Prepare, process, and support the annual review journey.
Ensure client data is accurate and up to date on both back office and provider systems.
Act as the primary point of contact for clients, addressing their needs and inquiries within documented SLAs.
Help to manage planner diaries and organise client meetings when required.

Skills, Knowledge and Expertise:

Experience in a supporting role within a financial service setting.
Experience working in a clientfacing role.
Diploma in Financial Planning or working towards (desirable).
Comprehensive knowledge of various provider platforms and their transactional requirements.
Excellent interpersonal and client care skills.
Exceptionally organised and selfdirected with strong time management abilities.
Thorough understanding of the financial services industry, including regulations.

Please refer to our job description to review the responsibilities and person specification in more detail.

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.