The Progeny Group Limited seeks a Paraplanner in Nottingham to support Financial Planners with research, analysis, and client file preparation. You will handle in-depth analysis, funds and cashflow modeling, and produce compliant reports for client reviews.
You will develop technical expertise, pursue the Advanced Diploma in Financial Planning, and explore progression to Financial Planner within a collaborative Paraplanning Centre of Excellence.
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The following opening is for a Paraplanner: Technical Research & Client Outcomes with The Progeny Group Limited.
We appreciate your interest in this position.
Join The Progeny Group Limited and contribute to our ongoing work.
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This posting is for the Paraplanner: Technical Research & Client Outcomes role at The Progeny Group Limited, based in Nottingham, England, United Kingdom.