Paraplanner – Path to Financial Planner & Diploma Support

Company: The Progeny Group Limited
Apply for the Paraplanner – Path to Financial Planner & Diploma Support
Location: London
Job Description:

The Progeny Group Limited is seeking a Paraplanner to join our Paraplanning team in delivering outstanding client experience. You will work with Client Executives and Financial Planners to draft detailed suitability letters and reports for client meetings and annual reviews.

You will analyse client objectives, risk tolerance and tax implications while maintaining compliant documents and supporting continuous professional development within the team.

#J-18808-Ljbffr…

Posted: October 21st, 2026