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Client executive | financial planning administrator (hybrid)

Peterborough
Progeny
Financial planning administrator
€35,000 a year
Posted: 11h ago
Offer description

Progeny is seeking a Financial Planning Administrator (Client Executive) in Cambridgeshire to provide specialised admin support and manage client relationships. You will work in a hybrid environment alongside Paraplanners and Financial Planners, ensuring high-quality service and documentation management. Ideal candidates should have 2+ years of financial services experience and strong interpersonal skills, being proactive and client-centric. The role offers growth opportunities and a supportive team atmosphere.
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