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For Companies At a Glance
- Tasks: Deliver exceptional financial advice and nurture client relationships with a diverse portfolio.
- Company: Join Progeny, an award-winning firm revolutionising financial planning in the UK.
- Benefits: Enjoy 30 days holiday, private medical insurance, and enhanced family leave.
- Why this job: Be a pioneer in financial planning while making a real impact on clients' lives.
- Qualifications: Must have a Diploma in Financial Planning; Advanced Diploma preferred.
- Other info: Flexible home-based working with opportunities for mentoring and personal brand building.
The predicted salary is between 50000 - 70000 £ 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 and services, with the ability to showcase your delivery in these areas.
Role
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
This role offers 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 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 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. 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
About Progeny
We create, enhance, and preserve wealth. We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services. We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.
At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
Financial Planner in Edinburgh employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Edinburgh
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners, attend industry events, and join relevant online forums. Building relationships can lead to referrals and insider job opportunities.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing your insights on financial planning through social media or blogs. This not only highlights your knowledge but also attracts potential clients and employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios you might face as a financial planner. Be ready to discuss how you’ve successfully managed client portfolios and delivered exceptional service in the past.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Progeny.
We think you need these skills to ace Financial Planner in Edinburgh
Some tips for your application 🫡
Showcase Your Expertise: When writing your application, make sure to highlight your qualifications and experience in financial planning. We want to see how your Advanced Diploma and past roles have prepared you to manage a diverse portfolio of clients.
Be Client-Centric: Emphasise your ability to build and maintain strong client relationships. Share examples of how you've delivered exceptional service and creative solutions in previous roles, as this aligns with our commitment to client satisfaction.
Communicate Clearly: Your written application should reflect your ability to communicate complex financial concepts simply and effectively. Use clear language and structure your thoughts logically to demonstrate your communication skills.
Apply Early!: We may close the vacancy early if we receive enough applications, so don’t wait! Head over to our website and submit your application as soon as possible to ensure you don’t miss out on this fantastic opportunity.
How to prepare for a job interview at Progeny
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially in areas like investment planning and estate planning. Be ready to discuss specific products and services you've worked with, as this will show your expertise and confidence.
✨Showcase Client Relationships
Prepare examples of how you've built and maintained strong client relationships in the past. Highlight any instances where you've gone above and beyond to meet client needs, as this aligns perfectly with Progeny's emphasis on exceptional client service.
✨Communicate Clearly
Practice explaining complex financial concepts in simple terms. During the interview, focus on how you would communicate financial plans and advice to clients, ensuring they understand and feel engaged in the process.
✨Emphasise Teamwork and Mentoring
Since this role involves working alongside other Financial Planners, be prepared to discuss your experience in mentoring or collaborating with colleagues. Share how you can contribute to a team environment and help develop junior members, which is a key aspect of the role.