The Progeny Group Limited is seeking a Paraplanner to join our Paraplanning team in delivering outstanding client experience. You will work with Client Executives and Financial Planners to draft detailed suitability letters and reports for client meetings and annual reviews.
You will analyse client objectives, risk tolerance and tax implications while maintaining compliant documents and supporting continuous professional development within the team.
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Paraplanner - Path to Financial Planner & Diploma Support 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.
