Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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. 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 connect with your colleagues.
- 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.
- 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 include:
- 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
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
Showcase your expertise by engaging in discussions on financial planning forums or social media platforms. Share your knowledge on investment strategies, retirement planning, and client relationship management to build your personal brand and demonstrate your value to potential employers.
✨Tip Number 3
Research Progeny’s values and services thoroughly. Understanding their approach to client relationships and financial solutions will allow you to tailor your conversations during interviews, showing that you align with their mission and can contribute positively to their team.
✨Tip Number 4
Prepare to discuss specific examples from your previous roles where you provided creative solutions to client issues. Highlighting your problem-solving skills and client-centric approach will demonstrate your capability to excel in the Private Client Financial Planner position.
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 high-quality financial advice.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for client-centric financial planning. Discuss your approach to building relationships and providing creative solutions, and mention how you align with Progeny’s values of excellence and service.
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.
Prepare for Potential Questions: Anticipate questions related to your client management style and how you handle complex financial issues. Be ready to discuss your strategies for maintaining client engagement and delivering results, as this will be crucial in the interview process.
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.
✨Demonstrate Client-Centric Skills
Prepare examples of how you've built and maintained strong client relationships in the past. Discuss your approach to understanding client needs and how you've successfully communicated financial plans to ensure client engagement.
✨Be Ready for Problem-Solving Scenarios
Expect questions that assess your ability to provide intelligent and creative solutions to client issues. Think of instances where you've proactively addressed challenges and how you managed to turn them into opportunities for your clients.
✨Understand Progeny’s Values
Research Progeny’s financial planning proposition and be ready to articulate how your values align with theirs. Show enthusiasm for their commitment to excellence and how you can contribute to maintaining their high standards of service.
