Progeny in Nottingham is seeking a Financial Planning Administrator (Client Executive) to deliver specialist administration to clients and colleagues. You will work with Paraplanners and Financial Planners to manage tasks and maintain strong client relationships, with potential involvement across other client segments.
You will support client queries, prepare documentation, maintain client records, and ensure data integrity across platforms, including CRM, while contributing to team training and
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Client Executive: Financial Planning Admin 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.
