Client Executive — Wealth Operations Specialist

The Progeny Group Limited; Leeds; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

30 days holiday

Birthday leave

Private medical insurance

Employee assistance programme

Group pension scheme

Life assurance

Eyecare vouchers

Family leave

Referral scheme

Job summary

The Progeny Group Limited is seeking a Financial Planning Administrator (Client Executive) to support Paraplanners and Financial Planners, delivering high-quality client service and accurate documentation. The role focuses on client queries, documentation management, and autonomous task execution within a collaborative Wealth Operations team.

You will work with Microsoft Office, CRM platforms and provider systems, handling trades and client requests while upholding FCA principles and strong data

Qualifications

• 2+ years experience in financial services
• Customer-focused approach to client support
• Willingness to learn FCA principles and financial products

Responsibilities

• Serve as point of contact for clients and resolve queries
• Prepare and review client documents and reports
• Manage client account activities and post-meeting actions
• Execute trading tasks such as switches and contributions
• Maintain CRM data accuracy and prep for meetings

Skills

Client service

Attention to detail

Interpersonal skills

Autonomy

Numbers & FCA basics

Tools

Microsoft Office

CRM systems

Provider platforms

Job description

The Progeny Group Limited is seeking a Financial Planning Administrator (Client Executive) to support Paraplanners and Financial Planners, delivering high-quality client service and accurate documentation. The role focuses on client queries, documentation management, and autonomous task execution within a collaborative Wealth Operations team.

You will work with Microsoft Office, CRM platforms and provider systems, handling trades and client requests while upholding FCA principles and strong data