Progeny is seeking a Paraplanner to join its Paraplanning team in Worthing, Exeter, Cambridge or Marlow. You will produce detailed suitability letters and reports, collaborate with Financial Planners to align plans with client goals, and support client review meetings to enhance the overall client experience.
The role requires 2+ years paraplanning experience, a Certificate in Financial Services, RO2-RO6 qualifications, and strong MS Office skills.
#J-18808-Ljbffr…
