Paraplanner
ProgenyEngland, United Kingdom
Posted October 9, 2025
Full Time
About the Company
Progeny creates, enhances, and preserves wealth, bringing together independent financial planning, asset management, tax, HR, and private and corporate legal services.
Job Description
The Paraplanner is an integral member of the Paraplanning Centre of Excellence in delivering outstanding client experience. You will assist in the delivery of bespoke financial planning solutions, produce compliant, high quality, detailed suitability letters and reports, and support client review meetings. You will have strong paraplanning experience (3+ years) and hold the Level 4 Diploma in Financial Planning as a minimum.
Requirements
- Strong paraplanning experience (3+ years)
- Level 4 Diploma in Financial Planning as a minimum
- Sound understanding of financial products, FCA principles and regulatory standards
- Proficiency in Microsoft Office (with advanced Word/Excel skills)
- Good working knowledge of different provider platforms
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave
- Private medical insurance
- 24/7 digital GP and health advice
- Employee assistance programme
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Enhanced family leave
- Referral scheme