Adzuna

Financial Planning Administrator

The Progeny Group Limited
Edinburgh, UK
£38,007 – £38,007
about 15 hours ago
Accounting & Finance Jobs

Skills & Technologies

Financial PlanningAdministration

Job Description

The opportunity We are looking for several Financial Planning Administrators (known internally as Client Executives) to join our team and manage specialised administration support/services and maintain excellent client relationships. Integral to the delivery of outstanding client experiences at Progeny, you will work alongside our knowledgeable Paraplanners and Financial Planners to assist on cases for a wide range of clients. You will be empowered to take on new tasks, develop specialist knowl…

Company & Role Analysis

JobSeeker+
Likely perks
Private MedicalPension25+ Days HolidayStock OptionsLearning BudgetFlexible Hours
Culture & working style

Neutral 2–4 sentence summary of what working at this company is like, drawn from public reviews and press coverage. Tone, collaboration style, pace, benefits highlights.

Unlock the full analysis for this job
Sign in to unlock →

Similar roles

See more
MongoDB
Dublin, Ireland
Full-time
4 days ago

MongoDB is seeking a Manager, Financial Planning and Analysis (FP&A) as the dedicated Finance business partner to the International Product…

View Job
Attivo Group
Liverpool, UK
£35,323 – £35,323
Contract
4 days ago

Financial Planning Administrator About Attivo: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that w…

View Job
Capio Recruitment Financial Planning
Bristol, UK
£35,000 – £40,000
Full-time
Hybrid
6 days ago

Job Title: Team Leader – Financial Planning Support Location: Bristol (Hybrid working) Salary: £35,000 - £40,000 This is an excellent opport…

View Job
SF Partners
Coventry, UK
£60,000 – £65,000
Full-time
7 days ago

SF Partners are currently working with a fantastic public sector organisation based in Coventry. The are looking to onboard a Senior Financi…

View Job
Financial Planning & Analysis
Birmingham, UK
£60,405 – £60,405
Full-time
8 days ago

Investor Relations Analyst Hybrid/ Birmingham | Permanent Unity Trust Bank is entering an exciting phase of growth — expanding in ambition,…

View Job
Apply NowApply with CV Improver