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Client Executive — Financial Planning Support Specialist

Job in Worthing, West Sussex, BN91, England, UK
Listing for: Progeny
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst, Financial Advisor
Job Description & How to Apply Below

A financial services firm in Worthing is seeking a motivated Financial Planning Administrator (Client Executive) to join their team. In this role, you will provide specialized administration support, maintain excellent client relationships, and collaborate with Paraplanners and Financial Planners on diverse client cases. The ideal candidate will have over 2 years of experience in financial services, be driven by quality work, and thrive both autonomously and in a team environment.

This position offers an excellent opportunity for professional growth.

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