Wealth Planning Administrator - Client Executive in Marlow

Wealth Planning Administrator - Client Executive in Marlow

Marlow Full-Time No working from home possible
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Progeny in Marlow, England, is seeking a Financial Planning Administrator (Client Executive) to join their team and provide specialized administration support. This role involves managing client relationships, documentation, and transactions while adhering to FCA principles.

The ideal candidate will have 2+ years in financial services and be skilled in Microsoft Office. With generous benefits like 30 days of leave and private medical insurance, this position also offers substantial opportunities for career development.

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Contact Details:

Progeny Recruitment Team