Paraplanner: Client-Focused Financial Planning & Reports

Progeny in the United Kingdom is seeking a Paraplanner to join the Paraplanning team, assisting in delivering bespoke financial planning solutions and producing compliant, high-quality suitability letters and reports.

You will work closely with Financial Planners, Client Executives and support meetings, attend the office at least three days a week, and develop your technical knowledge while maintaining client records to a high standard.

#J-18808-Ljbffr…