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Paraplanner: Deliver Bespoke Financial Plans & Reports
Posted 1 day 12 hours ago by The Progeny Group Limited
Permanent
Full Time
Other
England, United Kingdom
Job Description
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.
The Progeny Group Limited
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