Progeny Compass is expanding its desk-based advice service to support clients with AUM between £150k and £400k and/or less complex planning needs. The Financial Planner role involves managing a client panel, booking annual reviews, preparing meetings virtually where possible, and delivering tailored recommendations in line with FCA rules and Progeny standards.
You will work with a supportive team across T&C, Compliance and Regional Management, and can develop your expertise through mentoring,
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Hybrid Financial Planner: Client-Focused Adviser in Worthing employer: Financial Planning Firm
Join a forward-thinking financial planning firm that prioritises your success and offers unparalleled flexibility with fully remote work options. Enjoy tax-free first-year earnings, robust internal support for client interactions, and a clear pathway for career advancement, all while working from anywhere in the world. With a strong emphasis on professional development and a collaborative culture, this is an exceptional opportunity for experienced financial advisers looking to thrive in a rewarding environment.
