At a Glance
- Tasks: Join a dynamic team to manage high-net-worth client portfolios and deliver tailored financial advice.
- Company: Progeny is a pioneering firm combining financial planning, asset management, and legal services in the UK.
- Benefits: Enjoy 30 days holiday, private medical insurance, and flexible home-based working options.
- Other info: Opportunity for mentoring and building your personal brand through marketing activities.
- Why this job: Be part of a supportive culture focused on excellence and personal development while making a real impact.
- Qualifications: Must have a Diploma in Financial Planning; Advanced Diploma preferred with at least 2 years client advisory experience.
The predicted salary is between 42000 - 84000 £ per year.
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.
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
These roles offer 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 engendering 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.
We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
- 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
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 employer: Progeny
Progeny is an exceptional employer that prioritises excellence and employee development, offering a supportive work culture where Financial Planners can thrive. With a diverse portfolio of high-net-worth clients, you will have the opportunity to build meaningful relationships while benefiting from extensive mentoring and personal branding initiatives. Located in the picturesque areas of West Sussex, including London, Chichester, and Fareham, Progeny provides flexible home-based working arrangements, ensuring a healthy work-life balance alongside competitive benefits such as enhanced family leave and private medical insurance.
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 local finance events or webinars to connect with current Financial Planners and learn about their experiences at Progeny. This can give you valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with Progeny's unique approach to financial planning. Understanding their emphasis on high-quality solutions over high volume will help you align your discussions and demonstrate how your values match theirs during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've built and maintained client relationships in your previous roles. Highlighting your client-centric approach will resonate well with Progeny's focus on exceptional client service.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning. Being knowledgeable about current market conditions and regulatory changes will not only boost your confidence but also show Progeny that you're proactive and committed to your professional development.
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 ability to manage diverse portfolios.
Craft a Compelling Cover Letter:In your cover letter, express your passion for financial planning and how your skills align with Progeny's values. Mention specific experiences where you've delivered exceptional client service or creative solutions.
Showcase Relevant Experience:Detail your experience in key areas of financial planning such as investment planning and estate planning. Use specific examples to demonstrate your ability to build and maintain strong client relationships.
Highlight Continuous Learning:Mention any ongoing professional development or training you are pursuing. This shows your commitment to staying updated in the financial planning field, which is crucial for a role at Progeny.
How to prepare for a job interview at Progeny
✨Showcase Your Expertise
As a Chartered Financial Planner, it's crucial to demonstrate your extensive knowledge in financial planning. Be prepared to discuss your experience with various provider products and services, and how you've successfully delivered tailored solutions to clients in the past.
✨Emphasise Client Relationships
Progeny values excellent client relationships, so highlight your experience in building and maintaining these connections. Share specific examples of how you've nurtured client trust and respect, and how this has led to successful outcomes.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about past challenges you've faced in client advisory roles and how you provided intelligent and creative solutions. This will showcase your ability to think on your feet.
✨Align with Progeny's Values
Research Progeny's mission and values, particularly their commitment to high-quality service and community impact. Be ready to discuss how your personal values align with theirs and how you can contribute to their goal of making real change.
