Paraplanner - Path to Financial Planner & Diploma
Listed on 2026-10-19
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Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Financial Advisor / Consultant
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.
This is a strong role to take on the Paraplanner
- Path to Financial Planner & Diploma Support role at The Progeny Group Limited.
The advertised compensation is 42.000 - 54.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Paraplanner
- Path to Financial Planner & Diploma Support role in the description above.
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