Financial Planning Administrator role requiring 2+ years in financial services, providing administrative support and exceptional client service at a wealth management firm.
PR
Progeny
Currently Hiring
About the company
Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.
We join the dots to understand the bigger picture of you, your family and your business to ensure you always receive first-class non-siloed advice, regardless of complexity, speciality or territory.
Our team of Chartered Financial Planners, Corporate Lawyers, Private Solicitors and Tax Specialists are equipped to deliver sophisticated solutions that meet your complex needs.
Working together, for you.
We aim to achieve the very best for investors, businesses, and family offices with our diversity of expertise.
Matching you with the right team of professionals, we can help you to achieve your needs and goals.
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3 jobs found
Financial Planning Administrator at Progeny managing client administration and support responsibilities. Collaborating with financial professionals to ensure excellent client relationships and timely service delivery.
Chartered Financial Planner delivering high - quality financial advice and managing client relationships. Inheriting a diverse portfolio of clients and providing exceptional service, as a part of Progeny's financial planning team.