Financial Planning Administrator
ProgenyCambridge, England, United Kingdom
Posted March 30, 2026
Full Time
About the Company
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.
Job Description
We are seeking a Financial Planning Administrator to join our team and manage specialised administration support/services and maintain excellent client relationships.
Requirements
- Minimum 2 years' experience in financial services
- Good understanding of financial products and FCA principles
- Client-focused with excellent interpersonal skills
- Confident user of Microsoft Office and provider platforms
- Methodical and organised with attention to detail
- Self-driven and autonomous with ability to work independently
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave
- Private medical insurance
- 24/7 digital GP and health advice
- Employee assistance programme
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Enhanced family leave
- Referral scheme