About this role
Financial Planning Administrator at The Progeny Group Limited. Location: Leeds, West Yorkshire, United Kingdom. Role: serving clients, managing documentation, completing transactions Requirements: 2+ years financial services experience, client-facing skills, strong Microsoft Office proficiency, methodical with attention to detail, ability to manage documentation, transactions, and CRM data. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, CRM Commitment: Full Time Workplace: Onsite Languages: English