Progeny in the United Kingdom is seeking a Paraplanner to join the Paraplanning team, assisting in delivering bespoke financial planning solutions and producing compliant, high-quality suitability letters and reports.
You will work closely with Financial Planners, Client Executives and support meetings, attend the office at least three days a week, and develop your technical knowledge while maintaining client records to a high standard.
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Paraplanner: Client-Focused Financial Planning & Reports 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.
