Associate Financial Planner — Hybrid Training Path

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

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.