Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team to deliver exceptional financial advice and nurture client relationships.
- Company: Progeny is a pioneering firm combining financial planning, asset management, and legal services.
- Benefits: Enjoy 30 days holiday, private medical insurance, and enhanced family leave.
- Why this job: Be part of a forward-thinking team that values excellence and social impact.
- Qualifications: Must have a Diploma in Financial Planning; Advanced Diploma preferred.
- Other info: Home-based work with travel for client meetings; mentoring opportunities available.
The predicted salary is between 28800 - 42000 ÂŁ per year.
Overview
Join to apply for the Financial Planner role at Progeny.
2 weeks ago Be among the first 25 applicants
Join to apply for the Financial Planner role at Progeny
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.
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
We are looking for a Chartered Financial Planner to join our team in the Cheltenham or Bristol region. These roles offer home-based working, alongside travel to the office in Cheltenham 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 created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification.
We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Finance and Sales
Referrals increase your chances of interviewing at Progeny by 2x
Sign in to set job alerts for “Financial Advisor” roles.
Bristol, England, United Kingdom 2 months ago
Bristol, England, United Kingdom 1 month ago
Associate Director – Corporate Finance (M&A)
Wells, England, United Kingdom 1 week ago
Associate Director – Corporate Finance (M&A)
City Of Bristol, England, United Kingdom 6 days ago
Corsham, England, United Kingdom 4 weeks ago
Bristol, England, United Kingdom 2 weeks ago
Bristol, England, United Kingdom 2 weeks ago
Greater Bristol Area, United Kingdom 1 day ago
Newport, Wales, United Kingdom 3 weeks ago
Mortgage Advisor (Remote) (Mainstream Lending)
Cardiff, Wales, United Kingdom 3 weeks ago
Bristol, England, United Kingdom 6 days ago
Bristol, England, United Kingdom 2 days ago
Cost Business Partner for Commercial Banking
Bristol, England, United Kingdom 1 month ago
Bristol, England, United Kingdom 1 week ago
Clevedon, England, United Kingdom 3 weeks ago
Cardiff, Wales, United Kingdom 2 weeks ago
City Of Bristol, England, United Kingdom ÂŁ32,000.00-ÂŁ37,000.00 2 weeks ago
Bristol, England, United Kingdom 6 days ago
Bristol, England, United Kingdom 1 month ago
Newport, Wales, United Kingdom 3 weeks ago
Cardiff, Wales, United Kingdom 2 weeks ago
Clevedon, England, United Kingdom 2 weeks ago
Bristol, England, United Kingdom 1 month ago
Cardiff, Wales, United Kingdom 2 weeks ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Financial Planner employer: Progeny
Contact Detail:
Progeny 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, especially those who are already working at Progeny or similar firms. Attend industry events, webinars, and local meetups to build connections that could lead to referrals or insider information about the role.
✨Tip Number 2
Familiarise yourself with Progeny's unique approach to financial planning and their commitment to high-quality service. This will help you articulate how your values align with theirs during any informal conversations or interviews.
✨Tip Number 3
Consider reaching out to current employees on LinkedIn to ask about their experiences at Progeny. This can provide you with valuable insights into the company culture and expectations, which you can leverage in discussions.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning. Being knowledgeable about current market conditions and regulatory changes will demonstrate your commitment to the profession and your readiness to provide exceptional client service.
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: 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 previous roles in financial services, focusing on your experience with high-net-worth clients and your knowledge of various financial products. Use concrete examples to demonstrate your expertise.
Highlight Continuous Learning: Mention any ongoing professional development or training you are undertaking. 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 Qualifications
Make sure to highlight your Diploma in Financial Planning and any additional qualifications, like the Advanced Diploma. This will demonstrate your commitment to the profession and align with Progeny's standards.
✨Demonstrate Client-Centric Skills
Prepare examples of how you've built and maintained strong client relationships in previous roles. Progeny values a client-centric approach, so showcasing your experience in this area will be crucial.
✨Understand Progeny's Values
Familiarise yourself with Progeny's mission and values, especially their focus on high-quality solutions over high volume. Be ready to discuss how you can contribute to maintaining their exceptional service standards.
✨Prepare for Technical Questions
Brush up on key areas of financial planning such as investment strategies, retirement planning, and estate planning. Be prepared to answer technical questions that demonstrate your knowledge and ability to provide intelligent solutions.