Paraplanner: Craft Bespoke Financial Plans
Listed on 2026-10-15
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Finance & Banking
Financial Reporting, Financial Analyst, Financial Services, Accounting & Finance
Progeny is seeking a Paraplanner to join its Paraplanning team in Worthing, Exeter, Cambridge or Marlow. You will produce detailed suitability letters and reports, collaborate with Financial Planners to align plans with client goals, and support client review meetings to enhance the overall client experience.
The role requires 2+ years paraplanning experience, a Certificate in Financial Services, RO2-RO6 qualifications, and strong MS Office skills.
This is a great role to take on the Paraplanner:
Craft Bespoke Financial Plans role at Progeny.
This is an excellent position to take on the Paraplanner:
Craft Bespoke Financial Plans role at Progeny.
As a Paraplanner:
Craft Bespoke Financial Plans, you will play an important part at Progeny in Worthing, England, United Kingdom.
We invite applications for the Paraplanner:
Craft Bespoke Financial Plans position located in Worthing, England, United Kingdom.
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