At a Glance
- Tasks: Provide tailored financial advice and manage client meetings with high service standards.
- Company: Join Progeny Group, a forward-thinking company focused on client success.
- Benefits: Hybrid working, mentoring support, and opportunities for professional development.
- Other info: Dynamic team environment with a focus on personal growth.
- Why this job: Become a financial expert while building your personal brand and client relationships.
- Qualifications: Strong communication skills and a passion for finance.
The predicted salary is between 42750 - 52250 £ per year.
The Progeny Group Limited is seeking a Financial Planner for Progeny Compass to provide advice to existing clients in line with FCA rules.
You will manage client meetings, prepare reports, and deliver tailored financial plans with high service standards.
This role offers the chance to become a subject matter expert, with support for Level 6 Advanced Diploma and mentoring.
Hybrid home/office working is available, with opportunities to build your personal brand and relationships.
#J-18808-Ljbffr
Financial Planner - Compass Team (Hybrid, Client-Focused) in Nottingham 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.
