Paraplanner
ProgenyEngland, United Kingdom
Posted October 30, 2025
Full Time
About the Company
We create, enhance, and preserve wealth. We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.
Job Description
The Paraplanner is an integral member of the Paraplanning Centre of Excellence in delivering outstanding client experience. You will be required to produce compliant, high quality, detailed suitability letters and reports, and assist in the delivery of bespoke financial planning solutions.
Requirements
- Financial Services experience with a sound understanding of financial products, FCA principles and regulatory standards
- Strong paraplanning experience (3+ years) and hold the Level 4 Diploma in Financial Planning as a minimum
- Excellent writing skills, Proficiency in Microsoft Office (with advanced Word/Excel skills), and a good working knowledge of different provider platforms
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave
- Private medical insurance, 24/7 digital GP and health advice
- Employee assistance programme providing support for your mental and physical health
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Enhanced family leave
- Referral scheme