Progeny is expanding its Compass desk-based advisory team in Nottingham. You will provide compliant financial planning for existing clients, manage meetings, and prepare reports under FCA rules. The role supports professional development and promotes high-quality client outcomes.
Working within a busy team, you will grow your expertise in investment, retirement, protection, and estate planning while pursuing further qualifications and Chartered Status where applicable.
#J-18808-LjbffrFinancial Planner – Compass Desk (Client-Focused) in Nottingham 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.
