Chartered Financial Planner — Remote with HNW Portfolios

Progeny; Worthing; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

30 days holiday plus public holidays

Celebratory leave (3 days)

Enhanced family leave

Private medical insurance, 24/7 GP

Employee assistance programme

Group pension scheme

Life assurance

Eyecare vouchers

Referral scheme

Job summary

Progeny is seeking a Chartered Financial Planner to join our growing team. Working with an established group of Financial Planners, you will inherit a diverse portfolio of HNW and VHNW clients, delivering high-quality financial solutions with excellent client service.

You will be home-based with travel to the office or meetings as required, bringing an Advanced Diploma in Financial Planning and broad knowledge across investment, retirement, protection and estate planning.

Qualifications

• Diploma qualified in Financial Planning; Advanced diploma desirable.
• Substantial knowledge in key areas of financial planning and advice.
• Experience delivering a wide range of provider products and services.
• Client-centric with at least 2 years in a client-advisory role.

Responsibilities

• Deliver exceptional client service and keep clients informed with progress.
• Provide financial plans and advice aligned with regulatory standards.
• Manage ongoing review processes in line with service agreements.
• Maintain compliant client files with documented communications.
• Provide intelligent, creative solutions to client issues.
• Act as a pioneer for Progeny and articulate the firm proposition.

Skills

Client relationship management

Financial planning knowledge

Regulatory compliance

Communication skills

Education

Advanced Diploma in Financial Planning

Diploma in Financial Planning

Job description

Progeny is seeking a Chartered Financial Planner to join our growing team. Working with an established group of Financial Planners, you will inherit a diverse portfolio of HNW and VHNW clients, delivering high-quality financial solutions with excellent client service.

You will be home-based with travel to the office or meetings as required, bringing an Advanced Diploma in Financial Planning and broad knowledge across investment, retirement, protection and estate planning.