At a Glance
- Tasks: Provide compliant financial planning and manage client meetings with a focus on quality outcomes.
- Company: Progeny, a growing advisory firm with a commitment to client success.
- Benefits: Support for professional development and opportunities for further qualifications.
- Other info: Fast-paced environment with excellent growth potential in financial planning.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Interest in finance and willingness to pursue further qualifications.
The predicted salary is between 51750 - 63250 £ per year.
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.
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Financial 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.
