Progeny Compass is seeking a Financial Planner to deliver regulated financial planning for existing clients, adhering to FCA rules and Progeny standards. You will manage a client panel, prepare for reviews, and deliver tailored financial plans.
The role offers hybrid working, with opportunities for mentoring, marketing activities to grow your personal brand, and progression toward Chartered Status through ongoing study.
#J-18808-LjbffrHybrid Financial Planner, Compass Desk – Client Advisory in Cambridge employer: Progeny
Progeny is an excellent employer that values detail-oriented professionals and fosters a collaborative work culture in Nottingham. With a strong commitment to employee growth, we offer ongoing training and development opportunities, ensuring our team members thrive in their careers while making a meaningful impact in trust administration. Join us to be part of a dedicated team that prioritises client relationships and compliance, all within a supportive environment.
