Chartered Financial Planner – HNW Client Portfolio & Mentoring

The Progeny Group; Perth; Ibrido; GBP 70.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

30 days holiday plus public holidays

Enhanced family leave

Private medical insurance

Group pension scheme

Life assurance scheme

Eyecare vouchers

Referral scheme

Descrizione del lavoro

The Progeny Group is seeking a Chartered Financial Planner to join our growing team. You will inherit a diverse portfolio of HNW and VHNW clients and deliver tailored financial planning and advice with a focus on exceptional service.

You will nurture client relationships, manage portfolios effectively, and use your Advanced Diploma in Financial Planning to showcase expertise across investments, retirement, protection and estates, while collaborating with mentors and colleagues to grow your

Competenze

• Diploma in Financial Planning with advanced diploma desirable.
• Strong knowledge across investment, retirement, protection and estate planning.
• Experience delivering a full range of provider products and services.
• Client-centric with at least 2 years in a client-advisory role.

Mansioni

• Deliver exceptional client service and meet client demands.
• Communicate financial plans and advice clearly to clients.
• Manage ongoing reviews and ensure compliant client files.
• Provide creative solutions to client issues and opportunities.
• Act as a subject matter expert and represent the firm’s proposition.

Conoscenze

Investment planning

Retirement planning

Personal protection

Business protection

Estate planning

Relationship management

Financial planning

Formazione

Diploma in Financial Planning

Advanced Diploma in Financial Planning

Descrizione del lavoro

The Progeny Group is seeking a Chartered Financial Planner to join our growing team. You will inherit a diverse portfolio of HNW and VHNW clients and deliver tailored financial planning and advice with a focus on exceptional service.

You will nurture client relationships, manage portfolios effectively, and use your Advanced Diploma in Financial Planning to showcase expertise across investments, retirement, protection and estates, while collaborating with mentors and colleagues to grow your