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 personal brand building through marketing activities.
- Why this job: Be part of a forward-thinking company that values excellence and social impact through the Progeny Foundation.
- 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.
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 London, Chichester or Fareham areas. 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.
Please refer to our role profile to review the responsibilities and requirements of the position in more detail.
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 scheme7i
- 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.
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Financial Planner in Fareham 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.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Fareham
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local finance events or join relevant online forums to connect with others who may have insights about Progeny or similar firms.
✨Tip Number 2
Research Progeny's values and mission. Understanding their commitment to client service and community involvement can help you tailor your conversations during interviews to align with their culture.
✨Tip Number 3
Prepare to discuss specific examples of how you've delivered exceptional client service in the past. Highlighting your experience with HNW and VHNW clients will demonstrate your fit for the role.
✨Tip Number 4
Familiarise yourself with the latest trends in financial planning, especially those relevant to investment and estate planning. Being knowledgeable about current market conditions can set you apart during discussions.
We think you need these skills to ace Financial Planner in Fareham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your qualifications, especially your Advanced Diploma in Financial Planning. Emphasise your experience with high-net-worth clients and your ability to deliver exceptional service.
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 that demonstrate your client-centric approach and problem-solving abilities.
Showcase Relevant Experience:Detail your previous roles in financial advisory, focusing on your achievements in managing client portfolios and delivering tailored financial solutions. Use metrics where possible to illustrate your success.
Proofread and Edit:Before submitting your application, thoroughly proofread your documents. Check for spelling and grammatical errors, and ensure that your writing is clear and professional. A polished application reflects your attention to detail.
How to prepare for a job interview at Progeny
✨Showcase Your Expertise
As a Chartered Financial Planner, it's crucial to demonstrate your substantial knowledge in key areas of financial planning. Be prepared to discuss your experience with investment planning, retirement strategies, and estate planning, showcasing how you've successfully applied this knowledge in previous roles.
✨Emphasise Client Relationships
Progeny values excellent client relationships, so be ready to share examples of how you've built and maintained strong connections with clients. Highlight your client-centric approach and any specific instances where you went above and beyond to meet client needs.
✨Prepare for Regulatory Standards
Understanding and adhering to regulatory standards is vital in this role. Familiarise yourself with Progeny's compliance requirements and be prepared to discuss how you ensure that your financial advice aligns with these standards in your previous work.
✨Demonstrate Problem-Solving Skills
Progeny seeks individuals who can provide intelligent and creative solutions to client issues. Prepare to discuss specific challenges you've faced in your career and how you approached them, focusing on the outcomes and lessons learned.
