Full-Time Client Services Assistant
Job Description
Progeny is the first and only UK firm to bring together independent financial planning, investment management, tax, HR and legal counsel all in one place. Progeny is the proud winner of the Yorkshire Financial Awards 2022 Best Employer award!
Position: Client Services Assistant
Location: Mayfair, London (hybrid)
Salary: Up to £32,000 dependent on experience
As a Client Services Assistant, you will work alongside financial planners, providing day-to-day support to their clients and ensuring the delivery of exceptional standards of client service. This role will involve resolving general queries, administration, booking client meetings, ensuring meeting packs are delivered in a timely manner and supporting planners with preparation. You will be responsible for keeping both clients and planners up to date.
To be successful you’ll need to bring…
- Previous experience in a similar role within financial services is preferred, although technical qualifications alongside similar industry experience will also be considered
- Excellent knowledge and use of Microsoft Office suite is essential for this role
- Knowledge of financial services products, rules, and regulation
- Knowledge and understanding of Product Provider websites and online systems, Old Mutual Wealth, Elevate, Transact and Standard Life as examples
Please refer to our job description to review the responsibilities of the role in more detail.
Here’s what it means for you…
- 30 days holidays plus bank holidays
- Wellbeing day
- Day off to celebrate your birthday
- Volunteering day to spend time giving back
- Private medical insurance, 24-hour helpline and digital GP
- Employee assistance programme providing support for your mental and physical health
- Group pension scheme
- Life assurance scheme
- Referral programme
Who are Progeny?
Progeny is a unique framework of coordinated advice and insight across independent financial planning, investment management, tax services, HR services, real estate, and legal counsel.
We are a forward-thinking and tech-driven business, using technology to eliminate paperwork, improve communications and enrich the relationship between client and adviser. We create, enhance, and preserve wealth.
In 2021, we continued to onboard new team members, resulting in an overall growth of 45%. This is an exciting time for Progeny as we continue to grow.
Interested in joining us? Please click “apply” and attach your CV.
Please note: Whilst each of our adverts has an assigned deadline, sometimes roles are filled before this time depending on the speed of recruitment or the number of applications.
We are an equal opportunities employer, committed to providing equal opportunities for all and will treat all job applicants fairly at each stage of the recruitment and selection process.
We strive to attract diverse talent and create a work environment where all individuals are treated fairly and have equal access to opportunities and resources. We know that having varied perspectives helps generate better ideas and therefore have adopted skills-based hiring practices.
How to Apply
Interested in joining us? Apply via our Careers page at https://jobs.theprogenygroup.com/job/325349237 total views, 0 today