The Progeny Group Limited is seeking a Financial Planning Administrator (Client Executive) to support Paraplanners and Financial Planners, delivering high-quality client service and accurate documentation. The role focuses on client queries, documentation management, and autonomous task execution within a collaborative Wealth Operations team.
You will work with Microsoft Office, CRM platforms and provider systems, handling trades and client requests while upholding FCA principles and strong data
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Client Executive — Wealth Operations Specialist in Leeds 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.
