The Progeny Group Limited is seeking a Paraplanner to join our planning team. You will create detailed, compliant suitability letters and reports, support financial planners, and help shape client strategies.
A client-focused approach and strong regulatory knowledge are essential. You will attend the office at least three days per week, collaborating with Paraplanners, Client Executives, and Financial Planners to deliver high-quality client service and robust financial plans.
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Paraplanner: Client-Focused Financial Planning with CPD 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.
