Paraplanner
ProgenySheffield, England, United Kingdom
Posted July 31, 2025
Full Time
About the Company
Progeny creates, enhances, and preserves wealth, and is 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. The role involves producing compliant suitability letters and reports, proposing and implementing recommendations, and supporting client review meetings.
Requirements
- Level 4 Diploma in Financial Planning
- Sound understanding of financial products, FCA principles and regulatory standards
- Proficiency in Microsoft Office (with advanced Word/Excel skills)
- Good working knowledge of different provider platforms
- Methodical and organised
- Excellent writing skills
- Exemplary communication and relationship building skills
- Passion for sharing knowledge
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
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Enhanced family leave
- Referral scheme