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- Tasks: Deliver exceptional financial advice and nurture client relationships with a diverse portfolio.
- Company: Progeny, a forward-thinking firm combining financial planning and legal services.
- Benefits: 30 days holiday, enhanced family leave, private medical insurance, and more.
- Why this job: Join a passionate team and make a real impact in clients' financial futures.
- Qualifications: Diploma in Financial Planning and 2+ years in a client-advisory role.
- Other info: Flexible working environment with opportunities for personal branding and mentoring.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for a 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.
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.
This role offers a mixture of home- and office-based working, alongside travel to 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. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
Financial Planner in Nottingham employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Nottingham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills and knowledge in financial planning. Share insights on social media, write articles, or even start a blog. This will not only boost your visibility but also demonstrate your passion for the field.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios you might face as a Financial Planner. Think about how you can communicate your past experiences and how they align with Progeny’s values of exceptional client service and creative solutions.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Progeny. Don’t forget to tailor your application to highlight how you can contribute to our mission of delivering high-quality solutions.
We think you need these skills to ace Financial Planner in Nottingham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Planner role. Highlight your experience with HNW and VHNW clients, and showcase how you can deliver exceptional results while maintaining excellent client relationships.
Showcase Your Qualifications: Don’t forget to mention your Advanced Diploma in Financial Planning! We want to see how your qualifications align with our high standards and how you can contribute to our commitment to excellence.
Demonstrate Client-Centric Skills: In your application, emphasise your ability to build and maintain strong client relationships. Share examples of how you've provided intelligent and creative solutions to client issues in the past.
Apply Early Through Our Website: We might close this vacancy early if we get enough applications, so don’t wait! Head over to our website and submit your application as soon as possible to ensure you don’t miss out on this fantastic opportunity.
How to prepare for a job interview at Progeny
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially in areas like investment planning and estate planning. Be ready to discuss specific products and services you've worked with, as this will show your expertise and confidence.
✨Showcase Client-Centric Skills
Prepare examples of how you've built and maintained strong client relationships in the past. Think about times when you went above and beyond to meet client needs, as this aligns perfectly with Progeny’s focus on exceptional client service.
✨Communicate Clearly
Practice explaining complex financial concepts in simple terms. During the interview, aim to demonstrate your ability to communicate financial plans and advice concisely, ensuring that even someone without a financial background can understand.
✨Be Proactive and Creative
Think of instances where you provided intelligent and creative solutions to client issues. Be prepared to discuss how you approach problem-solving and how you can bring that proactive mindset to the team at Progeny.
