Associate Financial Planner

The Progeny Group Limited; Marlow; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial services organization is seeking Associate Financial Planners to join their Planner Academy in a hybrid role based in the UK. Successful candidates will undergo a 12-month structured training program, developing their financial planning skills while delivering high-quality client service. Candidates must have completed specific CII exams and demonstrate strong organizational and communication skills. The role offers multiple benefits, including private medical insurance and generous holidays.

Benefits

30 days holiday plus public holidays

Private medical insurance

Group pension scheme

Life assurance scheme

Enhanced family leave

Referral scheme

Qualifications

• Minimum of the CII R01 and R05 exams passed prior to commencing Progeny Planner Academy.
• Display a professional approach to work and colleagues.
• Demonstrate strong organizational and communication skills.

Responsibilities

• Deliver financial plans and advice to clients.
• Provide clients with a high level of service.
• Develop client-facing skills and create new business opportunities.
• Complete Continuous Professional Development.
• Work towards set KPIs.

Skills

Attention to detail

Organizational skills

Communication skills

Client relationship management

Team collaboration

Education

CII R01 and R05 exams passed

Job description

The opportunity

We are delighted to be growing our team further and are now looking for Associate Financial Planners to join our Planner Academy. We are aiming for individuals to be located within a manageable commutable distance of the following offices, Edinburgh, Leeds, Manchester, Nottingham, London, Cambridge, Worthing/Chichester or Marlow. We operate hybrid working enabling home and office working, allowing you to balance your personal responsibilities/interests and connecting with your colleagues.

The Progeny Planner Academy was established to provide a structured career path for talented individuals who are looking to forge a new career as a Financial Planner. Associate Financial Planners are supported and developed over a 12‑month period, gaining the necessary knowledge, skills and commercial acumen for the role. As part of our central advice team, you may be managing existing client relationships remotely.

The programme is delivered by a team of experts, using a combination of in‑person workshops, webinars and digital learning which are designed to increase confidence, capability and competence. Mentors are assigned to our Associates on day one of the programme and there is considerable time built into the programme to practice with colleagues and trainers to help embed the skills learned.

Each pathway is structured, yet personal, to ensure we can maximise the full potential and individual characteristics of all Academy members on their unique journeys.

Academy Programme Commencement: May 2026

What you will be doing

• Financial Planning & Advice: Deliver financial plans and advice to clients in accordance with Progeny’s regulatory standards and rules.
• Client Service: Provide clients with a high level of service and ensure client reviews are completed in accordance with the service proposition.
• Business Development: Continue to develop client-facing skills and create new business opportunities to support the growth of the business.
• Compliance & Professional Standards: Complete Continuous Professional Development to meet regulatory requirements and personal development needs.
• Performance & KPIs: Work towards the set KPIs in terms of quality of work, compliance standards, and advice revenue expectations.
• Knowledge & Ethics: Develop appropriate technical and market awareness knowledge.

About you

• Qualifications: Minimum of the CII R01 and R05 exams passed prior to commencing Progeny Planner Academy.
• Professional Conduct: Display a professional approach to work and colleagues, including professional appearance, respect for individuals, integrity, and ethical conduct.
• Skills & Qualities: Be able to work under pressure to meet deadlines, ensuring accuracy and high levels of attention to detail at all times. Demonstrate strong organisational and communication skills with the ability to work collaboratively as part of a team, building and maintaining relationships and working closely within guidelines.
• Personal Development: Demonstrate drive and commitment to self-development.

Benefits

• 30 days holiday plus public holidays
• 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you).
• Private medical insurance, 24/7 digital GP and health advice
• Employee assistance programme providing support for your mental and physical health
• Group pension scheme
• Life assurance scheme
• Eyecare vouchers
• Enhanced family leave
• Referral scheme

Application Process

• CV & Cover letter submission (your cover letter should explain why you want to become a Financial Planner, highlighting any relevant transferable skills)
• Informal call
• Formal interview
• Predictive Index Behavioural & Cognitive Exercises
• Presentation preparation
• Assessment day (competency‑based interview, presentation & role play)

We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.