Financial Planner

The Progeny Group; Perth; Hybrid; GBP 70,000 - 90,000; Full time

Benefits offered by this job

30 days holiday plus public holidays

Enhanced family leave

Private medical insurance

Group pension scheme

Life assurance scheme

Eyecare vouchers

Referral scheme

Job summary

The Progeny Group is seeking a Chartered Financial Planner to join our growing team. You will inherit a diverse portfolio of HNW and VHNW clients and deliver tailored financial planning and advice with a focus on exceptional service.

You will nurture client relationships, manage portfolios effectively, and use your Advanced Diploma in Financial Planning to showcase expertise across investments, retirement, protection and estates, while collaborating with mentors and colleagues to grow your

Qualifications

• Diploma in Financial Planning with advanced diploma desirable.
• Strong knowledge across investment, retirement, protection and estate planning.
• Experience delivering a full range of provider products and services.
• Client-centric with at least 2 years in a client-advisory role.

Responsibilities

• Deliver exceptional client service and meet client demands.
• Communicate financial plans and advice clearly to clients.
• Manage ongoing reviews and ensure compliant client files.
• Provide creative solutions to client issues and opportunities.
• Act as a subject matter expert and represent the firm’s proposition.

Skills

Investment planning

Retirement planning

Personal protection

Business protection

Estate planning

Relationship management

Financial planning

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 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.

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

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