Progeny is seeking a Paraplanner in London to support the Financial Planning team by producing compliant, detailed suitability letters and reports for client reviews.
You will work with Financial Planners and Client Executives, developing cashflow models, tax calculations and engagement materials while maintaining high-quality records and adhering to FCA guidelines. Office attendance is three days per week, with days coordinated by the team.
#J-18808-Ljbffr
Paraplanner: Elevate Client Financial Planning in City of London employer: Progeny
Progeny is an exceptional employer that fosters a high-performing, development-focused culture, particularly for the Wealth Operations Manager role. With flexible working options across our South offices, we prioritise employee growth through coaching and feedback, while ensuring a supportive environment that champions innovation and operational excellence. Our commitment to continuous improvement and strong team collaboration makes Progeny a rewarding place to build a meaningful career.
