At a Glance
- Tasks: Manage client relationships and provide exceptional service in financial planning.
- Company: Progeny, a forward-thinking financial services firm in Cambridge.
- Benefits: Hybrid work model, professional growth opportunities, and regular coaching.
- Other info: Great opportunity for career advancement in a supportive environment.
- Why this job: Join a dynamic team and enhance your skills in the financial sector.
- Qualifications: At least 2 years of experience in financial services required.
The predicted salary is between 30000 - 40000 £ per year.
Progeny is seeking a Financial Planning Administrator in Cambridge to manage specialized administration and client relationships. This role requires at least 2 years of financial services experience and offers the opportunity for professional growth through regular coaching.
As a Financial Planning Administrator, you will provide exceptional client service, manage documentation, and complete transactions. The position supports a hybrid working environment, balancing home and office responsibilities.
Wealth Operations Specialist – Hybrid, Growth & Training in Cambridge employer: Progeny
Progeny is an excellent employer that prioritises employee development and offers a supportive work culture in the vibrant city of Cambridge. With a focus on professional growth through regular coaching and a hybrid working model, employees enjoy a balanced work-life dynamic while delivering exceptional client service in the financial planning sector.
