Progeny is seeking a Paraplanner in London to support the Financial Planning team by producing compliant, detailed suitability letters and reports for client reviews.
You will work with Financial Planners and Client Executives, developing cashflow models, tax calculations and engagement materials while maintaining high-quality records and adhering to FCA guidelines. Office attendance is three days per week, with days coordinated by the team.
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We are seeking a motivated Paraplanner: Elevate Client Financial Planning to join Progeny in City Of London, England, United Kingdom.
This posting is for the Paraplanner: Elevate Client Financial Planning role at Progeny, based in City Of London, England, United Kingdom.
We are looking to fill the Paraplanner: Elevate Client Financial Planning position at Progeny in City Of London, England, United Kingdom.
The Paraplanner: Elevate Client Financial Planning role at Progeny is now open for applications in City Of London, England, United Kingdom.