Chartered Paraplanner

 ...and highly regarded independent financial planning firm based in Bourne End, Buckinghamshire is seeking an Office Manager / Senior Paraplanner to support its growing client base and lead a small team of paraplanners and administrators. This is a key position within the business... 

 ...client relationships. Integral to the delivery of outstanding client experiences at Progeny, you will work alongside our knowledgeable Paraplanners and Financial Planners to assist on cases for a wide range of clients. You will be empowered to take on new tasks, develop... 

 ...Professional risk management certifications are highly desirable (e.g., ASQ Certified Manager of Quality & Organizational Excellence, Chartered Enterprise Risk Analyst (CERA), Certified Risk Manager (CRM), Professional Risk Manager (PRM), ASQ Risk Management Specialized... 

Manage and analyse financial data to support business objectives. Prepare accurate financial reports, budgets, and forecasts. Ensure compliance with regulatory standards and internal policies. Collaborate with cross-functional teams to provide financial insights. ...