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- Tasks: Join our team to manage high-net-worth client portfolios and deliver tailored financial advice.
- Company: Progeny is a leading financial planning firm focused on excellence and client relationships.
- Benefits: Enjoy 30 days holiday, private medical insurance, and flexible home working options.
- Why this job: Be part of a passionate team dedicated to exceptional service and client outcomes.
- Qualifications: Must have an Advanced Diploma in Financial Planning and at least 2 years in a client-advisory role.
- Other info: Opportunities for personal branding through Marketing/PR activities and ongoing professional development.
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. We are looking for a Chartered Financial Planner to join our team in the London, Chichester or Fareham areas. 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 connecting with your colleagues.
Key Responsibilities:
- 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.
Qualifications:
- 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.
Benefits:
- 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
Locations
Private Client Financial Planner employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Financial 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 ready to contribute from day one.
✨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 exceptional service to clients.
We think you need these skills to ace Private Client Financial 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 exceptional financial advice.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for client-centric financial planning. Discuss how you can contribute to Progeny’s commitment to high-quality solutions and your ability to build strong client relationships.
Showcase Relevant Experience: In your application, detail your experience in investment planning, retirement planning, and other key areas mentioned in the job description. Use metrics or specific outcomes to demonstrate your success in these areas.
Highlight Soft Skills: Progeny values excellent communication and relationship-building skills. Make sure to include examples of how you've effectively communicated financial plans and engaged clients in your previous roles.
How to prepare for a job interview at Progeny
✨Showcase Your Expertise
Make sure to highlight your Advanced Diploma in Financial Planning and any relevant experience you have. Be prepared to discuss specific financial products and services you've worked with, demonstrating your knowledge and ability to deliver high-quality solutions.
✨Emphasise Client Relationships
Since the role focuses on maintaining excellent client relationships, share examples of how you've successfully built and nurtured client connections in the past. Discuss your approach to client engagement and how you ensure their needs are met.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills. Prepare to discuss how you would handle various client issues both reactively and proactively, showcasing your ability to provide intelligent and creative solutions.
✨Articulate Your Vision
Be ready to explain how you would contribute to Progeny’s goals and values. Articulate your understanding of their financial planning proposition and how you can be a pioneer in delivering exceptional service to clients.
