Associate Financial Planner — Hybrid Training Path

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

Job summary

A financial services company is looking for Associate Financial Planners to join their Planner Academy in the UK. This role offers structured training over 12 months, focusing on financial planning, client service, and compliance. Candidates must have completed the CII R01 and R05 exams. Benefits include 30 days holiday, private medical insurance, and a pension scheme, fostering both personal and professional development in a supportive environment.

Benefits

30 days holiday plus public holidays

Private medical insurance

Group pension scheme

Life assurance scheme

Enhanced family leave

Qualifications

• Minimum of the CII R01 and R05 exams passed before starting the Academy.
• Professional appearance and integrity expected in the workplace.
• Commitment to self-development is crucial.

Responsibilities

• Deliver financial plans and advice to clients.
• Provide high-level client service and ensure reviews are completed.
• Develop client-facing skills to create business opportunities.
• Complete Continuous Professional Development for compliance.
• Achieve quality work and compliance standards.

Skills

Attention to detail

Organizational skills

Communication skills

Ability to work under pressure

Education

CII R01 and R05 exams passed

Job description

A financial services company is looking for Associate Financial Planners to join their Planner Academy in the UK. This role offers structured training over 12 months, focusing on financial planning, client service, and compliance. Candidates must have completed the CII R01 and R05 exams. Benefits include 30 days holiday, private medical insurance, and a pension scheme, fostering both personal and professional development in a supportive environment.