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The Financial Reporting Manager oversees statutory financial statements, manages audits, develops accounting policies, improves financial processes, and supports regulatory reporting.

The Paraplanner will assist in delivering financial planning solutions, producing suitability reports, conducting research, and liaising with clients and providers to support financial planners.

The Senior Paraplanner will work closely with Financial Planners to deliver exceptional client experiences, producing suitability letters, managing documentation, and conducting research. The role requires advanced technical skills and collaboration to enhance client relationships and support paraplanning tasks.

Lead compliance operations of Progeny Asset Management, managing regulatory risks and overseeing compliance standards while ensuring quality client outcomes and effective governance.

As a Paraplanner, assist in creating bespoke financial plans, produce suitability letters, conduct research, support clients, and ensure compliance with FCA standards.

The Paraplanner collaborates with financial planners to deliver tailored financial solutions, conduct research, prepare reports, and ensure compliance with regulations.

Lead compliance and operational oversight at Progeny Asset Management, ensuring regulatory adherence and managing compliance risks while improving client outcomes and conducting training and support for investment teams.

The Paraplanner assists in delivering financial planning solutions by producing compliance documents, conducting research and analysis, and collaborating with financial planners to meet client objectives.

The Paraplanner assists in delivering financial planning solutions, producing detailed reports, and collaborating with clients and financial planners to align with client goals.