The Progeny Group in Nottingham is seeking a Paraplanner to support Financial Planners with analysis, research, and reporting. You will prepare client files for reviews and may attend meetings.
The role emphasizes client care, learning, and continuous professional development within a supportive team. Ideal candidates will have FCA knowledge, Level 4 Diploma in Financial Planning, and strong writing and communication skills.
#J-18808-Ljbffr
Paraplanner & Financial Planning Specialist (Hybrid) in Nottingham employer: The Progeny Group
As a Tax Manager at our firm, you will thrive in a supportive and collaborative work culture that prioritises employee growth and development. With hybrid working options available in our Leeds, Worthing, or Exeter offices, you will enjoy a flexible work-life balance while delivering high-quality personal tax compliance services to a diverse portfolio of high-net-worth clients. Our commitment to excellence is matched by our dedication to fostering strong client relationships and providing ongoing training for junior team members, making this an ideal environment for those seeking meaningful and rewarding employment.
