Associate Financial Planner (Academy)

Progeny; City Of London; Hybrid; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Private medical insurance

Group pension scheme

Life assurance

Eyecare vouchers

Birthday/volunteering leave

Job summary

Progeny is recruiting Associate Financial Planners across Cambridge, Worthing, London, Manchester, Leeds, Nottingham and Edinburgh through the Progeny Planner Academy. This 12‑month programme offers a structured career path into financial planning.

The academy blends in-person workshops, webinars and digital learning, with a mentor from day one to build confidence and regulatory understanding, shaping your professional future.

Qualifications

• Minimum CII R01 and R05 exams passed prior to joining the Progeny Planner Academy.
• Demonstrates professionalism, integrity and ethical conduct at all times.
• Strong organisational and communication skills with attention to detail.

Responsibilities

• Deliver financial plans and advice to clients in line with regulatory standards.
• Provide a high level of service and complete client reviews as per service proposition.
• Identify opportunities to generate new business and support growth.
• Maintain Continuous Professional Development to meet regulatory requirements.
• Work towards KPIs relating to quality, compliance and revenue.

Education

CII R01

CII R05

Job description

The opportunity

As part of our continued growth, we are hiring multiple Associate Financial Planners across Cambridge, Worthing, London, Manchester, Leeds, Nottingham and Edinburgh. Please apply through your preferred location vacancy listed on our careers page.

The Progeny Planner Academy provides a structured career path for talented individuals looking to build a career as a Financial Planner.

Associate Financial Planners are supported and developed over a 12-month programme, gaining the knowledge, skills and commercial acumen required for the role.

The programme is delivered by experts through a blend of in-person workshops, webinars and digital learning designed to build confidence, capability and competence. Associates are assigned a mentor from day one, with dedicated time for practical learning alongside colleagues and trainers to embed key skills.

Each pathway is structured yet personalised to maximise the potential and individual strengths of every Academy member throughout their development journey.

What you will be doing

• Financial Planning & Advice: Deliver financial plans and advice to clients in line with Progeny's regulatory standards and requirements.
• Client Service: Provide a high level of service and ensure client reviews are completed in line with the service proposition.
• Business Development: Continue developing client-facing skills and identify opportunities to generate new business and support growth.
• Compliance & Professional Standards: Complete Continuous Professional Development to meet regulatory and personal development requirements.
• Performance & KPIs: Work towards agreed KPIs relating to quality, compliance standards and advice revenue expectations.
• Knowledge & Ethics: Develop appropriate technical expertise, market awareness and professional standards.

About You

• Qualifications: Minimum CII R01 and R05 exams passed prior to joining the Progeny Planner Academy.
• Professional Conduct: Demonstrate professionalism at all times, including integrity, ethical conduct, respect for others and a professional approach to work and colleagues.
• Skills & Qualities: Able to work under pressure and meet deadlines while maintaining accuracy and attention to detail. Strong organisational and communication skills, with the ability to work collaboratively, build relationships and operate within established guidelines.
• Personal Development: Demonstrate drive, commitment and a proactive approach to self-development.

We operate a hybrid working model, combining home and office working to support personal responsibilities and enable collaboration with colleagues.

Benefits

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

Application Process

• CV & Cover Letter submission
• Informal call
• Formal interview
• Predictive Index Behavioural & Cognitive Exercises
• Presentation preparation
• Assessment day (competency-based interview, presentation and role play)