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.
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Our organisation is growing, and we are hiring a Client Executive - Financial Planning Admin (Hybrid) in Otley, England, United Kingdom.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Otley, England, United Kingdom.
This opportunity is part of our work in Finance.