The Progeny Group Limited is seeking a Paraplanner to support the paraplanning team, Client Executives and Financial Planners in delivering bespoke financial planning solutions. You will produce compliant letters and detailed reports, while aligning recommendations with client goals and risk tolerance.
You will contribute to client review meetings, build strong rapport, and continually develop technical knowledge to uphold high standards of service and regulatory compliance.
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Paraplanner: Impactful Financial Planning & Growth Path 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.
