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For Companies At a Glance
- Tasks: Join our team as a Financial Planner, managing HNW and VHNW client portfolios.
- Company: Progeny is dedicated to delivering high-quality financial solutions with a focus on client relationships.
- Benefits: Enjoy 30 days holiday, private medical insurance, and enhanced family leave.
- Why this job: Be part of a passionate team that prioritises excellence and offers mentoring opportunities.
- Qualifications: Must have a Diploma in Financial Planning; Advanced Diploma preferred with 2 years client-advisory experience.
- Other info: Apply early as we may close the vacancy once we receive enough applications.
The predicted salary is between 36000 - 60000 £ per year.
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.
What you will do
- Deliver exceptional client service: meet client demands, keep them up to date with progress, and engender 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.
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
Financial Planner employer: The Progeny Group
Contact Detail:
The Progeny Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events, webinars, or workshops where you can meet other Chartered Financial Planners and learn about their experiences. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with Progeny’s values and client service approach. Understanding their emphasis on high-quality solutions will allow you to tailor your conversations and demonstrate how your experience aligns with their mission during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlight your ability to provide creative solutions and maintain compliance, as these are key aspects of the role that Progeny values highly.
✨Tip Number 4
Consider building your personal brand through social media or professional platforms like LinkedIn. Share insights on financial planning topics, engage with industry content, and connect with potential colleagues at Progeny to increase your visibility and credibility.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your Diploma in Financial Planning and any relevant experience. Emphasise your client-centric approach and your ability to manage diverse portfolios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to delivering exceptional client service. Mention specific examples of how you've successfully managed client relationships and provided creative solutions.
Highlight Relevant Experience: In your application, detail your experience in key areas of financial planning such as investment planning and estate planning. Use metrics or specific outcomes to demonstrate your success in previous roles.
Showcase Your Soft Skills: Since the role requires excellent communication and relationship-building skills, include examples that illustrate your ability to engender trust and respect with clients. This will help you stand out as a candidate who aligns with the company's values.
How to prepare for a job interview at The Progeny Group
✨Showcase Your Qualifications
Make sure to highlight your Diploma in Financial Planning and any advanced qualifications you possess. Discuss how these credentials have equipped you with the knowledge necessary to provide high-quality financial advice.
✨Demonstrate Client-Centric Skills
Prepare examples of how you've built and maintained strong client relationships in previous roles. Emphasise your ability to engender trust and respect, as this is crucial for a Financial Planner.
✨Be Ready to Discuss Financial Solutions
Familiarise yourself with various financial planning areas such as investment planning and estate planning. Be prepared to discuss how you've provided intelligent and creative solutions to client issues in the past.
✨Understand the Company’s Values
Research Progeny’s approach to client service and their emphasis on high-quality solutions. Be ready to articulate how your values align with theirs and how you can contribute to maintaining their high standards.
