Progeny is seeking a Financial Planner for its Progeny Compass team in the UK. You will manage a client panel, prepare for virtual meetings, and deliver suitable financial planning and recommendations in line with FCA rules.
The role involves collaborating with Client Executives, and supporting ongoing professional development toward Chartered Status. You will inherit a diverse client base, work toward the Level 6 Advanced Diploma in Financial Planning, and benefit from mentoring opportunities
#J-18808-LjbffrHybrid Financial Planner - Compass Client Advisory in Worthing 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.
