Financial Planner

The Progeny Group Limited; City of Westminster; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading financial services firm in the UK seeks a Financial Planner to manage a diverse portfolio of clients. The role requires exceptional client relationship skills and financial planning expertise, as well as experience in investment and estate planning. The ideal candidate holds a Diploma in Financial Planning, with an Advanced Diploma being desirable. This position offers a hybrid working model, competitive benefits, and a focus on high-quality client interactions.

Benefits

30 days holiday plus public holidays

Private medical insurance

Group pension scheme

Employee assistance programme

Qualifications

• Experience in building and maintaining client relationships for at least 2 years.
• Proven experience within a full range of provider products and services.
• Substantial knowledge in financial planning areas including investment and retirement planning.

Responsibilities

• Meet client demands and keep them updated on progress.
• Communicate financial plans ensuring client engagement.
• Create and maintain compliant client files.

Skills

Client-centric

Financial planning knowledge

Investment planning

Estate planning

Education

Diploma in Financial Planning

Advanced Diploma in Financial Planning

Job description

Overview

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, 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.

What We Offer

• 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.

Location

These roles offer home-based working, alongside travel to the office or elsewhere for client meetings as required, allowing you to balance your personal responsibilities/interests and connect with your colleagues.

What You Will Do

• Deliver exceptional client service: meet client demands, keep them up to date with progress, and engendering 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.

Qualifications

• 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 has 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.

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

About Progeny

We create, enhance, and preserve wealth. We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services. We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser. At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities including Zarach. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.