About this role
Financial Planner (Virtual) at The Progeny Group Limited. Location: Nottingham, United Kingdom. Role: preparing reports, advising clients, creating models Requirements: Level 4 Diploma in Financial Planning required; paraplanning and client-facing advisory experience; cash-flow modelling and research tool experience; knowledge of FCA rules; strong client service and Microsoft Office skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Teams Commitment: Full Time Workplace: Hybrid Languages: English