Progeny Compass is expanding its desk-based advisory service to support clients with AUM between £150k and £400k and/or less complex planning needs. As a Financial Planner, you will work with T&C, Compliance and Regional Management to deliver FCA-compliant planning for existing clients, managing meetings and follow-up recommendations.
You will inherit a client panel, book annual reviews, prepare for meetings (often virtual), and deliver suitable financial plans and advice while maintaining high
#J-18808-LjbffrFinancial Planner - Hybrid Private Client Focus 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.
