The Wealth Operations Manager at The Progeny Group Limited will lead a regional team of Client Executives and Paraplanners, ensuring consistent service, strong performance and alignment with regional priorities in a flexible UK setting.
Reporting to the Regional Operations Manager, you will optimize capacity, monitor KPIs, drive standardisation and digitisation, and support growth through effective workflow management and strong governance.
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Regional Wealth Operations Leader 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.