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Regional Wealth Operations Leader

Posted 2 hours 20 minutes ago by The Progeny Group Limited

Permanent
Full Time
Other
Cambridgeshire, Cambridge, United Kingdom, CB1 0
Job Description

The Wealth Operations Manager at The Progeny Group Limited will lead a regional team of Client Executives and Paraplanners, ensuring consistent service, strong performance and alignment with regional priorities in a flexible UK setting.

Reporting to the Regional Operations Manager, you will optimize capacity, monitor KPIs, drive standardisation and digitisation, and support growth through effective workflow management and strong governance.

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