The Progeny Group Limited seeks a Paraplanner in Nottingham to support Financial Planners with research, analysis, and client file preparation. You will handle in-depth analysis, funds and cashflow modeling, and produce compliant reports for client reviews.
You will develop technical expertise, pursue the Advanced Diploma in Financial Planning, and explore progression to Financial Planner within a collaborative Paraplanning Centre of Excellence.
#J-18808-Ljbffr
Paraplanner: Technical Research & Client Outcomes in Nottingham employer: The Progeny Group Limited
The Progeny Group Limited is an excellent employer, offering a dynamic work culture in Leeds that fosters collaboration and professional growth. Employees benefit from a supportive environment where their contributions are valued, alongside opportunities for skill development and career advancement within the legal sector. With a focus on client service delivery, this role allows you to work closely with experienced professionals, making it a rewarding place to build your career.