Paraplanner: Technical Research & Client Outcomes
Job in
Nottingham, Nottinghamshire, NG1, England, UK
Listed on 2026-09-01
Listing for:
The Progeny Group Limited
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
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.
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