At a Glance
- Tasks: Service clients, prepare for meetings, and deliver financial planning advice.
- Company: Progeny Group Limited, a dynamic firm in Cambridge.
- Benefits: Remote hybrid work, mentoring, and support for Level 6 Advanced Diploma.
- Other info: Balanced work environment with great career development opportunities.
- Why this job: Grow your advisory skills while making a real difference for clients.
- Qualifications: Passion for finance and willingness to learn.
The predicted salary is between 29700 - 36300 £ per year.
The Progeny Group Limited in Cambridge is seeking a Financial Planner for the Progeny Compass team to service existing clients, prepare for meetings, and deliver suitable financial planning within FCA rules. You will inherit a client panel, work toward Level 6 Advanced Diploma, and benefit from mentoring and opportunities to build your private client advisory skills, with a balanced mix of home and office work.
Financial Planner - Compass Team | Remote Hybrid in Cambridge employer: The Progeny Group Limited
The Progeny Group Limited is an exceptional employer, offering a dynamic work culture that fosters professional growth and development. As a Financial Planner in the Cambridge area, you will enjoy a supportive environment with mentoring opportunities, a balanced remote hybrid work model, and the chance to advance your qualifications while managing a dedicated client panel.
