Progeny, Nottingham-based financial planning firm, is seeking a Financial Planning Administrator (Client Executive) to support Financial Planners and Paraplanners. You will handle client servicing, documentation, and transactional processing with accuracy and professionalism.
The role requires strong organisation, attention to detail and the ability to manage multiple priorities independently while delivering an excellent client experience.
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Client Experience Lead – Financial Planning Admin in Nottingham 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.
