At a Glance
- Tasks: Manage client relationships and provide essential administrative support for financial planning.
- Company: Join The Progeny Group, a dynamic team in Cambridge.
- Benefits: Enjoy 30 days holiday, private medical insurance, and a competitive benefits package.
- Other info: Great opportunities for personal and professional growth in a supportive environment.
- Why this job: Enhance your skills while ensuring excellent client experiences and satisfaction.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 30000 - 40000 £ per year.
The Progeny Group is hiring a Financial Planning Administrator in Cambridge. You will join a dynamic team, managing client relationships and providing specialized administrative support. Your role is essential in delivering excellent client experiences as you work with Paraplanners and Financial Planners. You'll have opportunities for growth, enhancing your skills while ensuring client satisfaction through proactive support.
We offer a competitive benefits package, including 30 days holiday and private medical insurance.
Wealth Planning Admin & Client Experience Lead in Cambridge employer: The Progeny Group
The Progeny Group is an excellent employer, offering a vibrant work culture in Cambridge where collaboration and client satisfaction are at the forefront. With a competitive benefits package that includes 30 days of holiday and private medical insurance, employees are encouraged to grow their skills and advance their careers while being part of a supportive team dedicated to delivering exceptional client experiences.
