THE PROGENY GROUP Salary

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  Leeds
1A TOWER SQUARE LEEDS LS1 4DL UNITED KINGDOM
TIN: 09276612
  Finance and Insurance
Rating of the company
based on 0 evaluations
3 reviews in total

Earnings on positions in THE PROGENY GROUP

THE PROGENY GROUP is looking for employees for positions:

administrator

Responsibility

  • managing documentation: ensuring thorough preparation, review and management of client documentation and maintaining comprehensive client files and reports
  • client account management: completing any additional client requests within set timeframes, including all client post-meeting actions
  • completing transactions: performing trading independently, such as switches, withdrawals and contributions
  • we are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser
  • process management: undertaking all processes required within the Client Executive centre of excellence and managing all tasks
  • liaising with providers: dealing professionally with third-party providers regarding transactions and submissions

paraplanner

Requirements

  • A collaborative approach to working with Financial Planners and other colleagues to ensure great client service and outcomes

Responsibility

  • we are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser
  • research and analysis: conduct in-depth research and analysis to identify suitable solutions. Perform and present cashflow modelling scenarios to clients as required
  • technical work: prepare suitability letters and reports for annual reviews and new business, prepare tax calculations and financial plans for clients
  • as a Paraplanner, you will complete all paraplanning tasks together with responsibility for