About this role
Financial Planner (Virtual) at The Progeny Group Limited. Location: Worthing, West Sussex, United Kingdom. Role: attending meetings, preparing reports, documenting actions Requirements: Level 4 Diploma in Financial Planning, paraplanning and client-facing advisory experience, cashflow modelling and research tool experience, knowledge of FCA suitability rules, ability to advise clients virtually and work to professional standards. Category: Finance Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams Commitment: Full Time Workplace: Hybrid Languages: English