Financial Planner

The Progeny Group Limited; Fareham; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

30 days holiday plus public holidays

3 celebratory leave days

Enhanced family leave

Private medical insurance

Employee assistance programme

Group pension scheme

Life assurance scheme

Eyecare vouchers

Referral scheme

Job summary

The Progeny Group Limited is seeking a Chartered Financial Planner to join a growing team. You will inherit a diverse portfolio of HNW and VHNW clients, delivering high-quality financial planning and exceptional service while cultivating client relationships.

You will have an Advanced Diploma in Financial Planning and demonstrate experience with a wide range of provider products, services, and delivery in key advisory areas. Opportunities to mentor and grow within the team are included.

Qualifications

• Diploma qualified in Financial Planning; Advanced Diploma desirable for Chartered status.

Responsibilities

• Deliver exceptional client service: meet client demands, keep them up to date with progress, and engender trust and respect.
• Deliver financial plans and advice: communicate plans cohesively, ensuring client engagement and understanding, while working toward activity targets.
• Manage ongoing review processes: align processes with client service agreements.
• Maintain compliance: keep compliant client files with proper documentation.
• Provide intelligent and creative solutions: address client issues reactively and proactively.
• Be a pioneer for Progeny: understand and articulate all aspects of the firm’s financial planning proposition.

Education

Diploma in Financial Planning

Advanced Diploma in Financial Planning

Job 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, 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.

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.

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 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 toeliminatepaperwork, 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 are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.