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- Tasks: Join our team to manage HNW and VHNW client portfolios and deliver exceptional financial advice.
- Company: Progeny is a leading firm prioritising excellence in financial planning and client relationships.
- Benefits: Enjoy 30 days holiday, private medical insurance, and flexible home-based working options.
- Why this job: Be a subject matter expert while making a real impact on clients' financial futures.
- Qualifications: Must have a Diploma in Financial Planning; Advanced Diploma preferred with 2+ years client-advisory experience.
- Other info: Opportunity for personal branding through Marketing/PR activities and a supportive team culture.
The predicted salary is between 36000 - 60000 £ 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 and services, with the ability to showcase your delivery in these areas. This role offers a great opportunity to be a subject matter expert within your field, whilst expanding your knowledge and experience further. 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. These roles offer home based working, alongside travel to the office or elsewhere in the area for client meetings as required, allowing you to balance your personal responsibilities/interests and connect with your colleagues.
- 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.
- 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.
- 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 have 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.
30 days holiday plus public holidays ~3 days of celebratory leave (for your birthday, wellbeing, volunteering, or other celebratory events important to you) ~ 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 ~ Family leave ~ Referral scheme
Financial Service Planner employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Service Planner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events, webinars, or workshops to connect with other Chartered Financial Planners and learn about their experiences. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with Progeny’s financial planning proposition. Understanding their approach and values will allow you to tailor your conversations during interviews, demonstrating that you are aligned with their mission and can contribute effectively to their team.
✨Tip Number 3
Showcase your client relationship management skills. Prepare examples of how you've successfully built and maintained relationships with high-net-worth clients in the past. This will highlight your ability to nurture client connections, which is crucial for this role.
✨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 demonstrate your commitment to providing high-quality advice to clients.
We think you need these skills to ace Financial Service Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your Advanced Diploma in Financial Planning. Emphasise your experience with HNW and VHNW clients, showcasing specific examples of how you've delivered high-quality financial advice.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for client-centric service. Discuss your approach to building relationships and providing creative solutions, and explain why you want to join Progeny specifically.
Showcase Relevant Experience: In your application, detail your experience in various areas of financial planning, such as investment planning and estate planning. Use metrics or outcomes to demonstrate your success in previous roles.
Highlight Your Soft Skills: Progeny values excellent client relationships, so be sure to mention your communication skills and ability to engage clients effectively. Provide examples of how you've successfully navigated client issues in the past.
How to prepare for a job interview at Progeny
✨Showcase Your Expertise
Be prepared to discuss your Advanced Diploma in Financial Planning and how it has equipped you with the skills necessary for this role. Highlight specific experiences where you've successfully managed a diverse portfolio or provided creative solutions to client issues.
✨Demonstrate Client-Centric Approach
Prepare examples that illustrate your ability to build and maintain strong client relationships. Discuss how you have engaged clients in the past, ensuring they understand financial plans and feel valued throughout the process.
✨Understand Progeny's Values
Research Progeny’s approach to financial planning and their emphasis on high-quality solutions. Be ready to articulate how your personal values align with theirs and how you can contribute to maintaining their high standards of service.
✨Prepare for Scenario Questions
Anticipate questions that may require you to think on your feet, such as how you would handle a challenging client situation or adapt a financial plan based on changing circumstances. Practising these scenarios will help you respond confidently during the interview.
