Associate Financial Planner (Academy)

Progeny; Leeds; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

30 days holiday + public holidays

Private medical insurance

Group pension scheme

Life assurance

Eyecare vouchers

Enhanced family leave

Referral scheme

Job summary

Progeny is hiring multiple Associate Financial Planners across Cambridge, Worthing, London, Manchester, Leeds, Nottingham and Edinburgh. The Programme provides a structured 12-month path to develop essential financial planning skills with mentoring and practical learning.

On joining, you’ll deliver financial plans, provide client service and participate in business development while adhering to regulatory standards.

Qualifications

• Minimum CII R01 and R05 exams passed prior to joining.
• Professional conduct, integrity and ethics.
• Strong organisational and communication skills.
• Ability to work under pressure and meet deadlines.

Responsibilities

• Deliver financial plans and advice in line with standards.
• Provide high-level client service and complete reviews.
• Identify opportunities to generate new business.
• Maintain CPD to meet regulatory requirements.
• Work towards KPIs relating to quality and revenue.
• Develop technical knowledge and market awareness.

Skills

Financial planning

Client service

Business development

Compliance & standards

KPIs & performance

Knowledge & ethics

Education

CII R01 & R05 exams passed

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)