Senior Client Executive β€” Wealth Planning & Operations

Senior Client Executive β€” Wealth Planning & Operations

Full-Time No working from home possible
The Progeny Group Limited

The Progeny Group Limited is seeking a Senior Client Executive in Edinburgh to deliver an exceptional client experience within our high-value client proposition. You will work closely with Financial Planners and Paraplanners to manage complex activities, regulatory compliance and accurate servicing.

You will act as a technical specialist, supporting colleagues, resolving complex queries and driving improvements.

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Senior Client Executive β€” Wealth Planning & Operations 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.

The Progeny Group Limited

Contact Details:

The Progeny Group Limited Recruitment Team