The Financial Planning Administrator will manage client relationships, provide administration support, and assist with documentation and transactions in financial services, utilizing technology and ensuring data integrity.

The Paraplanner supports the delivery of financial planning solutions by preparing suitability letters, conducting research, and collaborating with Financial Planners to meet client goals.

Lead compliance operations of Progeny Asset Management, managing regulatory risks and overseeing compliance standards while ensuring quality client outcomes and effective governance.

The Financial Planning Administrator supports clients by managing documentation, transactions, and relationships, while ensuring high-quality service and process management.