Paraplanner: Client-Focused Financial Planning & Reports
Listed on 2026-10-15
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Finance & Banking
Financial Reporting, Financial Analyst, Accounting & Finance, Financial Advisor / Consultant
Progeny in the United Kingdom is seeking a Paraplanner to join the Paraplanning team, assisting in delivering bespoke financial planning solutions and producing compliant, high-quality suitability letters and reports.
You will work closely with Financial Planners, Client Executives and support meetings, attend the office at least three days a week, and develop your technical knowledge while maintaining client records to a high standard.
The Paraplanner:
Client-Focused Financial Planning & Reports position in the Finance field is open for applications.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Scotland, United Kingdom.
This opportunity is part of our work in Finance.
The advertised compensation is 36.000 - 48.000.
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