The Progeny Group Limited is seeking a Paraplanner who will support Financial Planners and Client Executives to deliver bespoke financial planning solutions. You will produce compliant, high-quality suitability letters and reports and help align plans with client goals.
The role involves office-based collaboration three days per week, strengthening team relationships and client service. With 2+ years of paraplanning experience and the required certifications, you will liaise with providers,
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Paraplanner: Impactful Financial Planning & Insights 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.
