Senior Financial Planning Specialist – Client
Listed on 2026-10-06
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Finance & Banking
Financial Compliance, Financial Services, Financial Advisor / Consultant, Banking & Finance
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.
This role, Senior Financial Planning Specialist – Client Experience at Progeny, could be your next career step.
We appreciate your interest in this position.
Join Progeny and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Financial Planning Specialist – Client Experience role at Progeny, based in Scotland, United Kingdom.
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