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Paraplanner & Financial Planning Specialist

Job in Nottingham, Nottinghamshire, NG1, England, UK
Listing for: Progeny
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Services, Accounting & Finance, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 30000 - 40000 GBP Yearly GBP 30000.00 40000.00 YEAR
Job Description & How to Apply Below

Progeny, located in Nottingham, is looking for a skilled Paraplanner to join our team. In this role, you will provide essential recommendations and financial analyses while fostering strong client relationships. Your responsibilities will include preparing client files, conducting financial research, and ensuring compliance with FCA principles.

The ideal candidate will possess a Level 4 Diploma in Financial Planning and demonstrate excellent communication skills. Progeny offers a supportive work environment with various benefits, including a wellbeing day and private healthcare.

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