Paraplanner: Deliver Bespoke Financial Plans & Reports

The Progeny Group Limited is seeking a Paraplanner to support the delivery of bespoke financial planning solutions and deliver high-quality, compliant client reports. You will work alongside Paraplanning, Client Executives and Financial Planners to clarify goals and ensure plans align with client aspirations.

The role emphasizes a client-focused approach, with involvement in client reviews and maintaining strong relationships across communications channels.