At a Glance
- Tasks: Support clients with financial planning and manage meetings both remotely and in the office.
- Company: Join The Progeny Group Limited, a forward-thinking financial services firm.
- Benefits: Flexible hybrid work, mentoring, and opportunities for professional development.
- Other info: Dynamic team environment with a focus on personal branding and career growth.
- Why this job: Make a real difference in clients' lives while building your expertise in finance.
- Qualifications: Passion for finance and willingness to learn through Level 6 studies.
The predicted salary is between 29700 - 36300 £ per year.
The Progeny Group Limited is recruiting a Financial Planner for the Progeny Compass team.
You will support clients with AUM between £150k and £400k and/or less complex planning needs, under FCA guidelines.
The role blends home and office-based work, enabling you to manage client meetings, reviews, and follow-up recommendations remotely where possible.
You will develop your expertise through Level 6 studies, mentoring, and building a personal brand while delivering high-quality financial planning
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Hybrid Financial Planner - Client-Focused Planning in Worthing 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.
StudySmarter Expert Advice🤫
We think this is how you could land Hybrid Financial Planner - Client-Focused Planning in Worthing
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like The Progeny Group Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Hybrid Financial Planner - Client-Focused Planning in Worthing
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to The Progeny Group Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on The Progeny Group Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at The Progeny Group Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with The Progeny Group Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at The Progeny Group Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former The Progeny Group Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
