The Progeny Group Limited seeks a Financial Planning Administrator (Client Executive) based in our Ropewalk office in Nottingham. You will support Paraplanners and Financial Planners with specialised administration and maintain positive client relationships.
You will bring 2+ years in a professional setting, ideally within financial services, with a solid grasp of FCA principles and robust MS Office skills to produce and analyse reports.
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Wealth Planning Support Specialist in Nottingham 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.
