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For Companies At a Glance
- Tasks: Deliver financial plans and advice while developing client relationships.
- Company: Join a growing team at Progeny, a leader in financial planning.
- Benefits: Enjoy 30 days holiday, private medical insurance, and flexible working.
- Why this job: Kickstart your career in finance with structured support and mentorship.
- Qualifications: CII R01 and R05 exams required before starting the Academy.
- Other info: Hybrid working model and opportunities for personal development.
The predicted salary is between 28800 - 48000 £ per year.
The Opportunity
We are delighted to be growing our team further and are now looking for Associate Financial Planners to join our Planner Academy. We are aiming for individuals to be located within a manageable commutable distance of the following offices: Edinburgh, Leeds, Manchester, Nottingham, London, Cambridge, Worthing/Chichester or Marlow. We operate hybrid working enabling home and office working, allowing you to balance your personal responsibilities/interests and connect with your colleagues.
The Progeny Planner Academy was established to provide a structured career path for talented individuals who are looking to forge a new career as a Financial Planner. Associate Financial Planners are supported and developed over a 12-month period, gaining the necessary knowledge, skills and commercial acumen for the role. As part of our central advice team, you may be managing existing client relationships remotely. The programme is delivered by a team of experts, using a combination of in-person workshops, webinars and digital learning which are designed to increase confidence, capability and competence. Mentors are assigned to our Associates on day one of the programme and there is considerable time built into the programme to practice with colleagues and trainers to help embed the skills learned. Each pathway is structured, yet personal, to ensure we can maximise the full potential and individual characteristics of all Academy members on their unique journeys.
Academy Programme Commencement: May 2026
What you will be doing
- Financial Planning & Advice: Deliver financial plans and advice to clients in accordance with Progeny’s regulatory standards and rules.
- Client Service: Provide clients with a high level of service and ensure client reviews are completed in accordance with the service proposition.
- Business Development: Continue to develop client-facing skills and create new business opportunities to support the growth of the business.
- Compliance & Professional Standards: Complete Continuous Professional Development to meet regulatory requirements and personal development needs.
- Performance & KPIs: Work towards the set KPIs in terms of quality of work, compliance standards, and advice revenue expectations.
- Knowledge & Ethics: Develop appropriate technical and market awareness knowledge.
About You
- Qualifications: Minimum of the CII R01 and R05 exams passed prior to commencing Progeny Planner Academy (please note we will require these to be completed early April).
- Professional Conduct: Display a professional approach to work and colleagues, including professional appearance, respect for individuals, integrity, and ethical conduct.
- Skills & Qualities: Be able to work under pressure to meet deadlines, ensuring accuracy and high levels of attention to detail at all times. Demonstrate strong organisational and communication skills with the ability to work collaboratively as part of a team, building and maintaining relationships and working closely within guidelines.
- Personal Development: Demonstrate drive and commitment to self-development.
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave (to be used 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
- Enhanced family leave
- Referral scheme
Application Process
- CV & Cover letter submission (your cover letter should explain why you want to become a Financial Planner, highlighting any relevant transferable skills)
- Informal call
- Formal interview
- Predictive Index Behavioural & Cognitive Exercises
- Presentation preparation
- Assessment day (competency-based interview, presentation & role play)
We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
Associate Financial Planner in Marlow employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Planner in Marlow
✨Tip Number 1
Network like a pro! Reach out to current or former employees on LinkedIn and ask about their experiences. A friendly chat can give you insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by practising common questions and scenarios related to financial planning. Role-play with a friend or use our resources to boost your confidence and nail that presentation.
✨Tip Number 3
Show off your passion for financial planning! During interviews, share your journey and what excites you about helping clients. Authenticity goes a long way in making a memorable impression.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team at Progeny.
We think you need these skills to ace Associate Financial Planner in Marlow
Some tips for your application 🫡
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Make sure to explain why you want to become a Financial Planner and highlight any relevant skills you have. We want to see your passion and how you can bring value to our team.
Tailor Your CV: Don’t just send the same CV for every application. Tailor it to reflect the skills and experiences that align with the Associate Financial Planner role. We love seeing how your background fits with what we’re looking for!
Showcase Your Soft Skills: We’re not just looking for qualifications; we want to know about your communication and organisational skills too. Make sure to include examples of how you've worked collaboratively and built relationships in your previous roles.
Apply Early!: We might close the vacancy early if we get enough applications, so don’t wait around! Head over to our website and submit your application as soon as you can. We can’t wait to hear from you!
How to prepare for a job interview at Progeny
✨Know Your Stuff
Before the interview, make sure you’re well-versed in financial planning concepts and the specific qualifications required, like the CII R01 and R05 exams. Brush up on your knowledge of Progeny’s services and values to show you’re genuinely interested in the role.
✨Showcase Your Skills
Prepare examples that highlight your organisational and communication skills. Think about times when you’ve worked under pressure or collaborated with a team. This will help demonstrate your ability to meet deadlines and build relationships, which are key for an Associate Financial Planner.
✨Practice Makes Perfect
Since the interview includes a presentation and role play, practice these elements beforehand. Get comfortable with presenting financial plans and advice, and consider doing mock interviews with friends or mentors to refine your delivery and confidence.
✨Be Yourself
While professionalism is crucial, don’t forget to let your personality shine through. The Progeny Planner Academy values individual characteristics, so be authentic and express your passion for becoming a Financial Planner. This will help you connect with the interviewers on a personal level.
