Financial Planning Administrator

Financial Planning Administrator role at Progeny, involving administration support, client relationships, and knowledge development in financial services. Hybrid working environment with opportunities for growth and progression.

Requirements

• Minimum 2 years' experience in financial services
• Good understanding of financial products and FCA principles
• Client-focused with excellent interpersonal skills
• Confident platform and tech user
• Methodical and organised with attention to detail
• Numerate with aptitude for numbers
• Ability to work autonomously and collaboratively

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
• Family leave
• Referral scheme