Progeny in Cambridge is seeking a Financial Planning Administrator (Client Executive) to support Financial Planners and Paraplanners, delivering excellent client experience through precise administration and proactive servicing.
You will manage client records, process transactions, and coordinate with providers, while working three days per week in the office and maintaining high standards of accuracy and professionalism.
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Client Executive: Financial Planning Admin & Service Lead in Cambridge employer: Progeny
Progeny is an exceptional employer that fosters a high-performing, development-focused culture, particularly for the Wealth Operations Manager role. With flexible working options across our South offices, we prioritise employee growth through coaching and feedback, while ensuring a supportive environment that champions innovation and operational excellence. Our commitment to continuous improvement and strong team collaboration makes Progeny a rewarding place to build a meaningful career.
