The Progeny Group Limited is seeking a Financial Planning Administrator (Client Executive) to provide comprehensive support to Financial Planners and Paraplanners. The role emphasizes client service, accurate record-keeping, and efficient processing of transactions.
Hybrid working arrangement requires at least three days in the office per week, with days aligned to team priorities. You will handle client queries, documentation, and CRM data while maintaining regulatory and internal standards.
#J-18808-Ljbffr
Client Executive - Financial Planning Admin (Hybrid) in Otley 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.
