Financial Planner

Progeny; Fareham; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

A leading financial advisory firm is seeking a Chartered Financial Planner to join their team. The successful candidate will manage a diverse portfolio of HNW and VHNW clients, ensuring exceptional client service and innovative financial solutions. This role emphasizes quality over volume, with excellent opportunities for personal and professional development.

Benefits

Private medical insurance

Enhanced family leave

Celebratory leave

Employee assistance programme

Qualifications

• At least 2 years of client-advisory experience.
• Substantial knowledge in financial products and services.
• Strong financial services professional with proven delivery.

Responsibilities

• Deliver exceptional client service and advice.
• Manage and review client portfolios regularly.
• Provide intelligent and creative financial solutions.

Skills

Client-centric

Investment Planning

Estate Planning

Business Protection

Pre/At Retirement Planning

Education

Diploma in Financial Planning

Advanced Diploma in Financial Planning

Job description

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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

We are looking for a Chartered Financial Planner to join our team in the London, Chichester or Fareham areas. 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 connecting 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 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.

• 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

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 and we have recently achieved the globally recognised B-Corp certification.

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