Paraplanner: Client-Focused Financial Planning with CPD

The Progeny Group Limited; Easter Howgate; Hybrid; GBP 28,000 - 42,000; Full time

Job summary

The Progeny Group Limited is seeking a Paraplanner to join our planning team. You will create detailed, compliant suitability letters and reports, support financial planners, and help shape client strategies.

A client-focused approach and strong regulatory knowledge are essential. You will attend the office at least three days per week, collaborating with Paraplanners, Client Executives, and Financial Planners to deliver high-quality client service and robust financial plans.

Qualifications

• Minimum 2+ years paraplanning experience.
• Certificate in Financial Services required.
• Two RO qualifications (RO2-RO6) preferred.
• Strong knowledge of FCA principles and regulatory standards.

Responsibilities

• Research and analysis to identify suitable solutions and present cashflow scenarios.
• Prepare suitability letters and reports for annual reviews and new business.
• Liaise with providers to obtain information about investments.
• Determine client objectives and risk tolerance for suitable recommendations.
• Prepare compliant client files for review meetings and maintain records.
• Follow FCA regulations and contribute to governance.
• Share expertise with senior colleagues and participate in peer reviews.
• Commit to CPD and maintain product/technical knowledge.

Skills

Paraplanning

Financial planning

Regulatory compliance

Analytical thinking

Client communication

Education

Certificate in Financial Services

RO2-RO6 qualifications

Tools

Microsoft Word

Microsoft Excel

Job description

The Progeny Group Limited is seeking a Paraplanner to join our planning team. You will create detailed, compliant suitability letters and reports, support financial planners, and help shape client strategies.

A client-focused approach and strong regulatory knowledge are essential. You will attend the office at least three days per week, collaborating with Paraplanners, Client Executives, and Financial Planners to deliver high-quality client service and robust financial plans.