Senior Financial Planning Specialist – Client
Listed on 2026-09-29
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Finance & Banking
Financial Advisor / Consultant
Progeny is seeking a Senior Client Executive to deliver an exceptional client experience within our wealth management proposition. Working with Financial Planners and Paraplanners, you will manage complex activities, regulatory compliance and technical administration, ensuring accuracy and timely service.
You will act as a technical specialist, resolve complex queries, coach colleagues and help drive continuous improvement while prioritising client needs, quality service and efficient processes.
We are looking to fill the Senior Financial Planning Specialist – Client Experience position at Progeny in Scotland, United Kingdom.
This opportunity is for the Senior Financial Planning Specialist – Client Experience role at Progeny.
We are seeking a motivated Senior Financial Planning Specialist – Client Experience to join Progeny in Scotland, United Kingdom.
Consider building your career as a Senior Financial Planning Specialist – Client Experience at Progeny.
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