Paraplanner
Theprogenygroup
About this role
The Paraplanner at Progeny plays a key role in supporting the delivery of bespoke financial planning solutions within the Paraplanning Centre of Excellence. They produce detailed reports and suitability letters, conduct research, liaise with providers, and support client reviews, all while adhering to FCA principles and regulatory standards.
Skills
About Theprogenygroup
theprogenygroup.comThe Progeny Group is a UK-based financial planning and wealth management business. The company provides services including financial advice, asset management, employee benefits, and workplace financial wellbeing solutions for individuals, families, and businesses. It operates in the financial services industry, helping clients plan, protect, and grow their wealth over the long term.
About Theprogenygroup
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Theprogenygroup.
Salary
$96k – $128k
per year