Progeny is seeking a Financial Planning Administrator (Client Executive) in Leeds to provide specialized administration support and maintain client relationships. With at least 2 years in financial services, you will handle documentation, client queries, manage accounts, and perform transactions. The role offers a hybrid working model, coaching, and career development opportunities, making it ideal for growth-driven candidates. Progeny prioritizes innovation and exceptional client experiences, winning the Yorkshire Financial Awards 2024 Best Employer award three consecutive years.
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