Progeny in Cambridge (UK) seeks a Financial Planning Administrator to support Financial Planners and Paraplanners, handling client service, documentation, and transaction processing. You will manage client queries, coordinate meetings, and maintain accurate records across systems while upholding regulatory standards.
The role requires strong organisational skills, attention to detail, and the ability to handle multiple priorities with professionalism and client focus.
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Client Executive: Financial Planning Administration 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.
