Associate Paraplanner
Company
Location
Leeds, England, United Kingdom
Posted At
6/26/2025
Advertise with us by contacting: [email protected]
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Description
The opportunity
As an Associate Paraplanner in the Paraplanning Centre of Excellence, you will continue to develop your technical knowledge to support the Financial Planner(s) with financial planning solutions for clients.
You will be drafting well-written suitability letters and reports and liaising with Paraplanners and the Client Executives to ensure that all client business is processed correctly and in a timely manner.
The role of Associate Paraplanner will enable you to develop robust technical knowledge within Paraplanning. Job knowledge will be built through a combination of structured step-by-step training, on-the-job learning, professional exams and positive, supportive coaching from management and peers.
Location
We operate a hybrid working model enabling home and office working, allowing you to balance your personal responsibilities/interests and connect with your colleagues.
What you will be doing
Responsibilities
Working under supervision, the focus will be on learning how to apply product and technical knowledge to client requirements and becoming fully competent in all paraplanning work. Possessing a client-focused mindset, you will be committed to providing excellent support to the Financial Planner(s) and our clients through several key responsibilities which include:
The role holder will have experience of working in financial services, within a Client Services role. You will be able to demonstrate a good application of basic paraplanning knowledge developed through a combination of professional study (Certificate in Financial Services as a minimum) and role experience.
Analytical in your approach, you will be data literate and enjoy working with Microsoft Excel and other systems to produce thorough and accurate documentation. You will possess excellent communication and writing skills enabling you to present well-structured letters and reports.
Methodical and organised, you will take pride in delivering high quality, detailed work that meets the needs of our clients and colleagues, always paying close attention to the details. You will be able to work autonomously in the areas of your expertise and escalate where appropriate for support on more complex matters. You will be comfortable taking on new tasks and eager to develop your technical knowledge and skills to become a subject matter expert.
Possessing a good understanding of financial products, FCA principles and regulatory standards, you will be able to work diligently and carefully in accordance with the relevant regulations, rules and procedures.
A supportive team member, you will be focused on providing a helpful service to your stakeholders. You will be willing to share knowledge and help the Client Executives with complex client matters and queries ensuring that as a team, we deliver great client service.
Desirable criteria
Ideally, you will be working towards or already hold a Certificate in Paraplanning or a Diploma in Financial Planning. If you are part way through your studies or have a desire to study towards a qualification, professional study support may be available to you.
Development Opportunities
About Progeny
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.
We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.
At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification.
We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
As an Associate Paraplanner in the Paraplanning Centre of Excellence, you will continue to develop your technical knowledge to support the Financial Planner(s) with financial planning solutions for clients.
You will be drafting well-written suitability letters and reports and liaising with Paraplanners and the Client Executives to ensure that all client business is processed correctly and in a timely manner.
The role of Associate Paraplanner will enable you to develop robust technical knowledge within Paraplanning. Job knowledge will be built through a combination of structured step-by-step training, on-the-job learning, professional exams and positive, supportive coaching from management and peers.
Location
We operate a hybrid working model enabling home and office working, allowing you to balance your personal responsibilities/interests and connect with your colleagues.
What you will be doing
Responsibilities
Working under supervision, the focus will be on learning how to apply product and technical knowledge to client requirements and becoming fully competent in all paraplanning work. Possessing a client-focused mindset, you will be committed to providing excellent support to the Financial Planner(s) and our clients through several key responsibilities which include:
- Research and analysis: conduct research and analysis to identify suitable solutions for our clients. This includes performing cashflow modelling scenarios.
- Technical work: draft basic suitability letters and reports for annual reviews and new business, prepare tax calculations and basic financial plans for clients.
- Client requirements: determine client objectives and priorities, together with understanding client attitudes to risk and loss.
- Managing documentation: prepare client files for review meetings and maintain these compliantly throughout the client advice journey.
- Compliance and regulation: work in accordance with the principles and rules of the FCA, demonstrating adherence to the relevant regulations, rules and procedures that apply to your role and conduct of the business.
- Supporting the team: assist the Client Executive with client matters and queries.
- Technical knowledge: dedicate time to developing technical and industry knowledge, and meeting continuous professional development requirements.
The role holder will have experience of working in financial services, within a Client Services role. You will be able to demonstrate a good application of basic paraplanning knowledge developed through a combination of professional study (Certificate in Financial Services as a minimum) and role experience.
Analytical in your approach, you will be data literate and enjoy working with Microsoft Excel and other systems to produce thorough and accurate documentation. You will possess excellent communication and writing skills enabling you to present well-structured letters and reports.
Methodical and organised, you will take pride in delivering high quality, detailed work that meets the needs of our clients and colleagues, always paying close attention to the details. You will be able to work autonomously in the areas of your expertise and escalate where appropriate for support on more complex matters. You will be comfortable taking on new tasks and eager to develop your technical knowledge and skills to become a subject matter expert.
Possessing a good understanding of financial products, FCA principles and regulatory standards, you will be able to work diligently and carefully in accordance with the relevant regulations, rules and procedures.
A supportive team member, you will be focused on providing a helpful service to your stakeholders. You will be willing to share knowledge and help the Client Executives with complex client matters and queries ensuring that as a team, we deliver great client service.
Desirable criteria
Ideally, you will be working towards or already hold a Certificate in Paraplanning or a Diploma in Financial Planning. If you are part way through your studies or have a desire to study towards a qualification, professional study support may be available to you.
Development Opportunities
- Opportunities to develop technical expertise and application
- Continue to develop knowledge about FCA principles and regulatory standards
- Receive coaching and development as part of your role
- Different career paths and growth opportunities available either within the Paraplanning Centre of Excellence, the Strategic Operations team or by joining the academy to accelerate your career towards becoming a Financial Planner
- 30 days holiday plus public holidays
- 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you.
- 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
About Progeny
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.
We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.
At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification.
We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
Advertise with us by contacting: [email protected]
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