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| Job Location | Edinburgh |
| Education | Not Mentioned |
| Salary | £24,000 - £32,250 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time or part-time |
Progeny is the first and only UK firm to bring together independent financial planning, investment management, tax, HR and legal counsel all in one place. Progeny is the proud winner of the Yorkshire Financial Awards 2023 Best Employer award!Position: Financial Planning AdministratorLocation: EdinburghSalary: Up to £32,250 dependent on experienceWe are looking for a Financial Planning Administrator (known internally as Client Executive) who can work collaboratively with Financial Planners and Paraplanners, supporting with a variety of administrative tasks and ensuring their portfolios of privateand corporate clients receive an exceptional level of service.The Wealth department is made up of fast paced and dynamic teams who need a detail-orientated and self-starting individual to join them.You will support new business requirements through processing and submitting a wide range of pensions, life assurance and investment business, and efficiently responding to client and Financial Planner requests.Key Responsibilities
Keyskills :
Administrative
Client Services
Investments
Pensions
Platforms
ISAs