Progeny is the first and only UK firm to bring together independent financial planning, investment management, tax, HR and legal counsel all in one place. Progeny is the proud winner of the Yorkshire Financial Awards 2022 Best Employer award!

Position: Paraplanner

Location: Leeds (hybrid)

Salary: Up to £42,000 depending on experience

Application deadline: 5th May 2023

As a Paraplanner you will support the firm’s Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.

To be successful you’ll need to bring…

• CII Diploma in Financial Planning/Regulated Financial Planning as a minimum with an interest in working toward Chartered Status.
• Proven experience in a paraplanning role gained within an advisory practice.
• Overall knowledge of key areas of financial planning and advice - including investment planning, pre/at retirement planning, personal and business protection; and estate/Inheritance Tax planning.
• A good understanding of technical calculations and confident to work on these independently e.g. bond chargeable gains, pension carry forward etc.
• Understand and apply FCA suitability requirements.
• Ability to interpret complex planning into clear, concise and personalised reports.

Please refer to our job description to review the responsibilities of the role in more detail.

Hiring process…

• Application form and CV submission
• Telephone screening (30 minutes)
• Online skills assessment (15 minutes)
• Interview (1 hour)
• Technical assessment (1 hour)

Here’s what it means for you…

• 30 days holiday plus public holidays
• Wellbeing day
• Birthday holiday
• Volunteering day
• 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
• Family leave
• Hybrid working
• Referral scheme

Who are Progeny?

Progeny is a unique framework of coordinated advice and insight across independent financial planning, investment management, tax services, HR services, real estate, and legal counsel.

We are a forward-thinking and tech-driven business, using technology to eliminate paperwork, improve communications and enrich the relationship between client and adviser. We create, enhance, and preserve wealth.

In 2022, we continued to onboard new team members and made 85 hires, resulting in an overall growth of 42%. This is an exciting time for Progeny as we continue to grow.

Interested in joining us? Please click “apply”, fill out our brief application form and attach your CV.

We are an equal opportunities employer, committed to providing equal opportunities for all and will treat all job applicants fairly at each stage of the recruitment and selection process.

We strive to attract diverse talent and create a work environment where all individuals are treated fairly and have equal access to opportunities and resources. We know that having varied perspectives helps generate better ideas and therefore have adopted skills-based hiring practices.