Associate Financial Planner (Academy)

Progeny; East Midlands; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

30 days holiday plus public holidays

3 days celebratory leave (birthday, or

Private medical insurance

24/7 digital GP and health advice

Employee assistance programme

Group pension scheme

Life assurance scheme

Eyecare vouchers

Enhanced family leave

Referral scheme

Job summary

Progeny is hiring multiple Associate Financial Planners across several UK cities. The 12-month Planner Academy blends workshops, webinars and digital learning, with mentors from day one to build confidence and capability.

You will deliver financial plans, provide high-quality client service and identify opportunities to drive growth while maintaining regulatory standards and professional ethics.

Qualifications

• CII R01 and R05 exams passed prior to joining the Academy.
• Professional conduct with integrity and ethics.
• Strong organisational and communication skills.

Responsibilities

• Deliver financial plans and advice to clients in line with regulatory standards.
• Provide a high level of client service and ensure client reviews are completed.
• Continue developing client-facing skills and support growth.
• Complete CPD to meet regulatory and personal development requirements.
• Work towards KPIs relating to quality, compliance and revenue expectations.
• Develop technical expertise, market awareness and professional standards.

Skills

Organised

Communication

Work under pressure

Self-development

Education

CII R01/R05

Job description

The opportunityAs part of our continued growth, we are hiring multiple Associate Financial Planners across Cambridge, Worthing, London, Manchester, Leeds, Nottingham and Edinburgh. 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)