The Progeny Group Limited is seeking a Wealth Operations Manager (Team Operations Manager) to lead a regional team of Client Executives and Paraplanners. You will oversee performance, service standards and regional priorities, while driving standardisation, digitisation and a high-performing culture.
Location is flexible; the role involves collaboration with Regional Operations, Advisory and Risk functions to deliver consistent client outcomes and scalable growth across the South offices.
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Regional Wealth Operations Lead in Exeter 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.
