Progeny is seeking a Senior Client Executive to deliver an exceptional client experience within our wealth management proposition. Working with Financial Planners and Paraplanners, you will manage complex activities, regulatory compliance and technical administration, ensuring accuracy and timely service.
You will act as a technical specialist, resolve complex queries, coach colleagues and help drive continuous improvement while prioritising client needs, quality service and efficient processes.
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Senior Financial Planning Specialist – Client Experience 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.
