Paraplanner

Join Progeny as a Paraplanner, where you will provide financial analysis, technical support, and research to Financial Planners. You will be a point of contact for clients, prepare client files for review meetings, and occasionally attend meetings with Financial Planners. You will also conduct in-depth research and analysis, prepare suitability letters and reports, liaise with external providers, and manage documentation. This role offers opportunities for career growth and development within the financial planning industry.

• Conduct in-depth research and analysis to identify suitable financial solutions for clients, and prepare suitability letters and reports.
• Act as a point of contact for clients, addressing their queries and preparing client files for review meetings.
• Collaborate with Financial Planners and other colleagues to ensure excellent client service and outcomes, sharing expertise and best practices.
• Exemplary communication and relationship building skills – A collaborative approach to working with Financial Planners and other colleagues to ensure great client service and outcomes
• Methodical and organised – An ability to work autonomously and manage your own workload
• Passion for sharing knowledge – Driven to share your expertise and problem solve with others, share best practice and coach your colleagues to support their development
• Excellent writing skills – Skilled in compiling suitability reports and other documentation, ensuring written work is clear, accurate and concise
• Great tech skills - Proficiency in Microsoft Office (with advanced Word/Excel skills) and a good working knowledge of different provider platforms
• Financial Services experience - Possess sound understanding of financial advice, FCA principles and regulatory standards with experience using a range of provider products, services and capabilities
• Technical knowledge - Possess the Level 4 Diploma in Financial Planning
• Effectively to produce thorough work that meets the needs of our clients and colleagues