Paraplanner: Technical Research & Client Outcomes

The Progeny Group Limited seeks a Paraplanner in Nottingham to support Financial Planners with research, analysis, and client file preparation. You will handle in-depth analysis, funds and cashflow modeling, and produce compliant reports for client reviews.

You will develop technical expertise, pursue the Advanced Diploma in Financial Planning, and explore progression to Financial Planner within a collaborative Paraplanning Centre of Excellence.