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An established industry player is seeking a Chartered Financial Planner to join their dynamic team. This role offers the chance to manage a diverse portfolio of high-net-worth clients, delivering personalized financial advice while ensuring exceptional service standards. You will have the opportunity to enhance your expertise, mentor junior planners, and build your personal brand through marketing initiatives. With a commitment to excellence and a supportive environment, this position is perfect for a dedicated professional looking to thrive in the financial services sector. Join a forward-thinking firm that values innovation and client relationships.
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:
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.
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.
To thrive in the role, you will be or have:
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.
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.