Home-Based Chartered Financial Planner for HNW Clients

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 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.