The Progeny Group Limited is seeking a Paraplanner to join our planning team. You will create detailed, compliant suitability letters and reports, support financial planners, and help shape client strategies.
A client-focused approach and strong regulatory knowledge are essential. You will attend the office at least three days per week, collaborating with Paraplanners, Client Executives, and Financial Planners to deliver high-quality client service and robust financial plans.
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The Paraplanner: Client-Focused Financial Planning with CPD position in the Finance field is open for applications.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Paraplanner: Client-Focused Financial Planning with CPD role in the description above.
We appreciate your interest in this position.
Join The Progeny Group Limited and contribute to our ongoing work.