We are looking for a Senior Financial Planning Administrator to join our team and support the delivery of outstanding client experience at Progeny. You will work alongside our knowledgeable Paraplanners and Financial Planners to manage clients with significant portfolios through the provision of specialised administration and handling complex transactional work.
Requirements
- Financial Services experience
- Client-focused
- A confident platform and tech user
- Methodical and organised
- Excellent interpersonal skills
- Supporting others
- Self-driven and autonomous
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave
- Private medical insurance
- Employee assistance programme
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Enhanced family leave
- Referral scheme
To apply for this job please visit theprogenygroup.bamboohr.com.
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