Financial Planner

The Progeny Group; Cheltenham; On-site; GBP 50,000 - 120,000; Full time

Job summary

An established industry player is seeking a Chartered Financial Planner to join their dynamic team in Cheltenham. This role offers the chance to work with a diverse portfolio of high-net-worth clients, ensuring exceptional service and tailored financial advice. You will be responsible for nurturing client relationships, delivering financial plans, and maintaining compliance while actively contributing to the firm's commitment to excellence. With a focus on professional development, this position provides mentoring opportunities and the chance to expand your expertise in a supportive environment. If you are passionate about financial planning and client success, this is the perfect opportunity for you.

Benefits

30 days holiday plus public holidays

3 days of celebratory leave

Enhanced family leave

Private medical insurance

24/7 digital GP

Employee assistance programme

Group pension scheme

Life assurance scheme

Eyecare vouchers

Referral scheme

Qualifications

• Chartered Financial Planner with experience in diverse financial services.
• Proven ability to manage client relationships and deliver financial advice.

Responsibilities

• Deliver exceptional client service and maintain compliance with regulations.
• Provide intelligent financial solutions and manage client portfolios effectively.

Skills

Financial Planning

Client Relationship Management

Investment Planning

Estate Planning

Business Protection

Education

Diploma in Financial Planning

Advanced Diploma in Financial Planning

Job description

Financial Planner

Department: Advisory

Employment Type: Full Time

Location: Cheltenham, UK

Compensation: £50,000 - £120,000 / year

Description

The opportunity

We are looking for a Chartered Financial Planner to join our growing team.

Working alongside an established team of Financial Planners, you will inherit a diverse portfolio of HNW and VHNW clients giving you the opportunity to maintain excellent client relationships and deliver exceptional results. We are a firm which prioritises excellence in every interaction, putting emphasis on high-quality solutions as opposed to high-volume.

You will nurture your client relationships, manage your portfolio effectively, and competently provide financial advice, whilst ensuring Progeny’s exceptionally high level of service is upheld.

You will provide intelligent, creative solutions to client issues, communicate financial plans and advice concisely, enabling your clients to reach their goals for the future.

We are seeking someone who possesses an Advanced Diploma in Financial Planning and can demonstrate their experience in working with a wide range of provider products and services, with the ability to showcase your delivery in these areas. This role offers a great opportunity to be a subject matter expert within your field, whilst expanding your knowledge and experience further. We can support you with:

• Inheriting a diverse range of clients to allow you to broaden your skills and expertise.
• Mentoring opportunities with Associate Planners and other junior members within the team.
• Building a personal brand through Marketing/PR related activities.

We are a busy team, passionate about providing the best service and great outcomes to our clients. We are committed to developing our people and this role will provide opportunities to enhance your skillset further through managing a diverse set of clients, mentoring opportunities with Associate Planners and other members of the team and other initiatives.

What you will do

• Deliver exceptional client service: meet client demands, keep them up to date with progress, and engender trust and respect.
• Deliver financial plans and advice: in accordance with Progeny’s regulatory standards and rules, you will communicate financial plans and advice cohesively, ensuring client engagement and understanding, whilst working towards agreed activity targets.
• Manage ongoing review processes: aligning all processes with client service agreements.
• Maintain compliance: creating and maintaining compliant client files where all communication is documented correctly.
• Provide intelligent and creative solutions: dealing with client issues in both a reactive and proactive manner.
• Be a pioneer for Progeny: learn, understand, and successfully articulate all aspects of the firm’s financial planning proposition.

About you

To thrive in the role, you will be or have:

• Diploma qualified in Financial Planning: you will possess a Diploma in Financial Planning, with an Advanced diploma being desirable as we hold Corporate Chartered status as a firm.
• Substantial knowledge in key areas of financial planning and advice: including investment planning, pre/at retirement planning, personal and business protection, and estate planning.
• A strong all-rounded Financial Services professional: proven experience within a full range of provider products, services, and capabilities, and have taken an active role in delivering them.
• Client-centric: experience in building and maintaining excellent relationships both internally and externally, with previous experience within a client-advisory role for at least 2 years.

Please refer to our role profile to review the responsibilities and requirements of the position in more detail.

We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.

Benefits

• 30 days holiday plus public holidays
• 3 days of celebratory leave (for your birthday, wellbeing, volunteering, or other celebratory events important to you)
• Enhanced family leave
• Private medical insurance, 24/7 digital GP and health advice
• Employee assistance programme providing support for your mental and physical health
• Group pension scheme
• Life assurance scheme
• Eyecare vouchers
• Referral scheme