Progeny is seeking a Paraplanner to join its Paraplanning team in Worthing, Exeter, Cambridge or Marlow. You will produce detailed suitability letters and reports, collaborate with Financial Planners to align plans with client goals, and support client review meetings to enhance the overall client experience.
The role requires 2+ years paraplanning experience, a Certificate in Financial Services, RO2-RO6 qualifications, and strong MS Office skills.
#J-18808-Ljbffr
Paraplanner: Craft Bespoke Financial Plans in Worthing 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.
