Paraplanner: Elevate Client Financial Planning

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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