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For Companies At a Glance
- Tasks: Deliver exceptional financial advice and nurture client relationships with a diverse portfolio.
- Company: Join Progeny, an award-winning firm revolutionising financial planning in the UK.
- Benefits: Enjoy 30 days holiday, enhanced family leave, and private medical insurance.
- Why this job: Be a subject matter expert while making a real impact on clients' financial futures.
- Qualifications: Advanced Diploma in Financial Planning and experience in client advisory roles required.
- Other info: Flexible remote work with opportunities for mentoring and personal brand building.
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. We can support you with:
- Inheriting a diverse range of clients to allow you to broaden your skills and expertise.
- Mentoring opportunities with Associate Planners and other junior members within the team.
- 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. We are committed to developing our people, and this role will provide opportunities to enhance your skillset further through managing a diverse set of clients, mentoring opportunities with Associate Planners and other members of the team and other initiatives.
These roles offer home-based working, alongside travel to the office or elsewhere for client meetings as required, allowing you to balance your personal responsibilities/interests and connect with your colleagues.
What you will do
- Deliver exceptional client service: meet client demands, keep them up to date with progress, and engender trust and respect.
- 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.
- Manage ongoing review processes: aligning all processes with client service agreements.
- Maintain compliance: creating and maintaining compliant client files where all communication is documented correctly.
- 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.
About you
To thrive in the role, you will be or have:
- 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 has 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.
Please refer to our role profile to review the responsibilities and requirements of the position in more detail. We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave (for your birthday, wellbeing, volunteering, or other celebratory events important to you)
- Enhanced family leave
- 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
- Referral scheme
About Progeny
We create, enhance, and preserve wealth. We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services. We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser. At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities including Zarach. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
Financial Planner in Chichester employer: The Progeny Group Limited
Contact Detail:
The Progeny Group Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Chichester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience and knowledge in financial planning. Share specific examples of how you've helped clients achieve their goals – this will set you apart from the crowd.
✨Tip Number 3
Be proactive! If you see a company you’re keen on, don’t wait for them to post a job. Reach out directly and express your interest. A well-timed email can make a big difference and show that you’re genuinely interested in being part of their team.
✨Tip Number 4
Utilise our website! We’ve got loads of resources and tips to help you nail that interview. Plus, applying through our site gives you a better chance of standing out. So, take advantage of what we offer and let’s get you that dream job!
We think you need these skills to ace Financial Planner in Chichester
Some tips for your application 🫡
Showcase Your Expertise: Make sure to highlight your Advanced Diploma in Financial Planning and any relevant experience you have. We want to see how you've successfully managed client portfolios and delivered high-quality financial advice.
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to reflect the specific skills and experiences that align with our job description. We love seeing candidates who take the time to connect their background with what we’re looking for.
Communicate Clearly: When writing your application, be concise and clear. We appreciate well-structured communication that reflects your ability to convey complex financial plans simply and effectively, just like you would with clients.
Apply Early!: We might close the vacancy early if we get enough applications, so don’t wait around! Head over to our website and submit your application as soon as possible to ensure you don’t miss out on this fantastic opportunity.
How to prepare for a job interview at The Progeny Group Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially in areas like investment planning and estate planning. Be ready to discuss specific products and services you've worked with, as this will show your expertise and ability to provide intelligent solutions.
✨Showcase Client-Centric Skills
Prepare examples of how you've built and maintained strong client relationships in the past. Highlight your experience in a client-advisory role and be ready to explain how you ensure exceptional service and trust with clients.
✨Communicate Clearly
Practice articulating complex financial concepts in a simple and concise manner. This is crucial for ensuring client engagement and understanding, so think about how you can convey your financial plans effectively during the interview.
✨Emphasise Continuous Learning
Demonstrate your commitment to professional development by discussing any mentoring experiences or additional qualifications you're pursuing. This aligns with the firm's focus on developing its people and shows that you're eager to grow within the role.
