Progeny in Cambridge (UK) seeks a Financial Planning Administrator to support Financial Planners and Paraplanners, handling client service, documentation, and transaction processing. You will manage client queries, coordinate meetings, and maintain accurate records across systems while upholding regulatory standards.
The role requires strong organisational skills, attention to detail, and the ability to handle multiple priorities with professionalism and client focus.
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The Client Executive: Financial Planning Administration position in the Finance field is open for applications.
As a Client Executive: Financial Planning Administration, you will play an important part at Progeny in Cambridge, England, United Kingdom.
We invite applications for the Client Executive: Financial Planning Administration position located in Cambridge, England, United Kingdom.
The following opening is for a Client Executive: Financial Planning Administration with Progeny.
Our organisation is growing, and we are hiring a Client Executive: Financial Planning Administration in Cambridge, England, United Kingdom.