The Progeny Group Limited is seeking a Financial Planning Administrator (Client Executive) to support Financial Planners and Paraplanners with client servicing, documentation, and transactional processing.
You will manage client records, coordinate meetings, and handle queries while maintaining strong relationships with clients and providers. Office-based with three days in the office per week in the UK.
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Client Experience Executive - Financial Planning Support 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.
