Paraplanner

Progeny

. Conduct in-depth research and analysis to identify suitable financial solutions .

Posted 10/12/2026full-timeWorthing • United KingdomJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, cashflow modeling, and compliance with FCA regulations while effectively communicating with clients and collaborating with financial planners. Maintains strong technical knowledge of financial products and a commitment to continuous professional development.

Highest-signal resume keywords

Paraplanning ExperienceCertificate In Financial ServicesRO Qualifications (RO2–RO6)FCA Principles And Regulatory StandardsMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cashflow ModelingTax CalculationsFinancial PlanningClient Report PreparationDetailed AnalysisCompliance DocumentationRecord MaintenanceInvestment KnowledgeRisk AssessmentKPI Management

Soft Skills

Attention To DetailWritten CommunicationVerbal CommunicationRelationship BuildingTeam Collaboration

Tools & Technologies

Provider PlatformsMicrosoft WordMicrosoft Excel

Certifications & Qualifications

Certificate In Financial ServicesRO Qualifications (RO2–RO6)Diploma In Financial Planning

Industry Keywords

FCA PrinciplesRegulatory StandardsFinancial SolutionsClient ObjectivesContinuous Professional Development

About the role

Key responsibilities & impact

Conduct in-depth research and analysis to identify suitable financial solutions
Perform and present cashflow modelling scenarios to clients as required
Prepare compliant suitability letters and reports for annual reviews and new business
Prepare tax calculations and financial plans for clients
Propose and implement recommendations in collaboration with Financial Planners
Clarify client goals and objectives and align plans with client aspirations
Support client review meetings and communicate with clients
Liaise with external companies to obtain information about existing and potential investments
Determine client objectives, priorities, attitudes to risk and capacity for loss
Prepare client files for review meetings and maintain compliant records throughout the advice journey
Follow FCA principles, rules, regulations and procedures
Share expertise and best practice with Senior Client Executives
Assist with complex client matters and carry out peer reviews
Maintain product and technical knowledge and meet continuous professional development requirements

Requirements

What you’ll need

2+ years' paraplanning experience
Certificate in Financial Services
Minimum of two RO qualifications (RO2–RO6)
Strong technical knowledge of financial products, FCA principles and regulatory standards
Ability to produce detailed, accurate and compliant client reports
Highly analytical with strong attention to detail
Proficient in Microsoft Office, particularly Word and Excel
Good working knowledge of provider platforms
Ability to manage workload effectively, maintain accurate records and meet KPIs and SLAs
Excellent written and verbal communication skills
Ability to build strong working relationships
Collaborative team-player mindset
Commitment to continuous professional development, knowledge sharing, coaching others and ongoing improvement
Diploma in Financial Planning is advantageous or may be in progress

Benefits

Comp & perks

Permanent, full-time employment
Hybrid working available
Opportunities for career progression within Paraplanning or Strategic Operations
Academy pathway towards becoming a Financial Planner
Opportunities to further develop technical expertise and application
Coaching and development as part of the role
Professional study support towards the Diploma or Advanced Diploma in Financial Planning
Opportunities to work with diverse and passionate colleagues and share knowledge