The Progeny Group Limited is seeking a Financial Planning Administrator (Client Executive) to provide administrative support to Financial Planners and Paraplanners, handling client servicing, records, and transactions.
The role requires strong organisational skills and attention to detail, with a client-focused approach. A minimum of three days in the office weekly is expected to foster collaboration and excellent client service.
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Client Executive — Financial Planning Admin in Cambridge employer: The Progeny Group Limited
The Progeny Group Limited is an excellent employer, offering a dynamic work culture in Leeds that fosters collaboration and professional growth. Employees benefit from a supportive environment where their contributions are valued, alongside opportunities for skill development and career advancement within the legal sector. With a focus on client service delivery, this role allows you to work closely with experienced professionals, making it a rewarding place to build your career.
