Associate Paraplanner: Toward Financial Planning
Remote / Online - Candidates ideally in
Worthing, West Sussex, BN91, England, UK
Listed on 2026-01-13
Worthing, West Sussex, BN91, England, UK
Listing for:
The Progeny Group
Remote/Work from Home
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
A financial services provider is looking for an Associate Paraplanner to support Financial Planners by drafting suitability letters and conducting client needs analysis. The ideal candidate will have some experience in Client Services and basic paraplanning knowledge.
This role offers development opportunities in financial planning through structured training and practical experience. The position operates under a hybrid model, balancing office and home working to suit personal needs and enhance team connectivity.
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Position Requirements
10+ Years
work experience
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