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Client Executive: Financial Planning Admin; Hybrid
Job in
Cumbernauld, North Lanarkshire, G67, Scotland, UK
Listed on 2026-05-31
Listing for:
Progeny
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Consultant -
Administrative/Clerical
Job Description & How to Apply Below
Progeny in the United Kingdom is looking for a Financial Planning Administrator to manage specialized administration support and maintain excellent client relationships. You will have opportunities for coaching and career advancement within a hybrid work environment.
The ideal candidate will have at least 2 years of experience in financial services, a client-focused approach, and proficiency in Microsoft Office. Excellent interpersonal skills and the ability to work independently are essential.
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