At a Glance
- Tasks: Become a Financial Planner and deliver expert advice to clients.
- Company: Join Progeny, a forward-thinking firm revolutionising financial services.
- Benefits: Enjoy 30 days holiday, private medical insurance, and enhanced family leave.
- Other info: Be part of a winning team recognised as the Best Employer in Yorkshire.
- Why this job: Kickstart your career with structured support and mentorship in a rewarding field.
- Qualifications: CII R01 and R05 exams required; no prior experience needed.
The predicted salary is between 25650 - 31350 £ per year.
Start your journey today to become a Financial Planner, with the Progeny Planner Academy. The Progeny Planner Academy was established to provide a structured career path for talented individuals who are looking to forge a new career as a Financial Planner. Associate Financial Planners are supported and developed over a 12-month period, gaining the necessary knowledge, skills and commercial acumen for the role. The programme is delivered by a team of experts, using a combination of in-person workshops, webinars and digital learning which are designed to increase confidence, capability and competence. Mentors are assigned to our Associates on day one of the programme and there is considerable time built in to the programme to practice with colleagues and trainers to help embed the skills learned. Each pathway is structured, yet personal, to ensure we can maximise the full potential and individual characteristics of all Academy members on their unique journeys. A career as a Financial Planner can be extremely rewarding, whether you are new to Progeny with no industry qualifications, or already part/fully qualified we'd love to hear from you.
What you will be doing
- Financial Planning & Advice: Deliver financial plans and advice to clients in accordance with Progeny’s regulatory standards and rules.
- Client Service: Provide clients with a high level of service and ensure client reviews are completed in accordance with the service proposition.
- Business Development: Continue to develop client-facing skills and create new business opportunities to support the growth of the business.
- Compliance & Professional Standards: Complete Continuous Professional Development to meet regulatory requirements and personal development needs.
- Performance & KPIs: Work towards the set KPIs in terms of quality of work, compliance standards, and advice revenue expectations.
- Knowledge & Ethics: Develop appropriate technical and market awareness knowledge.
About you
- Qualifications: Minimum of the CII R01 and R05 exams passed prior to commencing the programme.
- Professional Conduct: Display a professional approach to work and colleagues, including professional appearance, respect for individuals, integrity, and ethical conduct.
- Skills & Qualities: Be able to work under pressure to meet deadlines, ensuring accuracy and high levels of attention to detail at all times. Demonstrate strong organisational and communication skills with the ability to work collaboratively as part of a team, building and maintaining relationships and working closely within guidelines.
- Personal Development: Demonstrate drive and commitment to self-development.
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you)
- 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
- Enhanced family leave
- Referral scheme
About us
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 are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
Progeny Planner Academy 2027 Talent Pool in Dewsbury employer: The Progeny Group Limited
The Progeny Group Limited is an excellent employer, offering a dynamic work culture in Leeds that fosters collaboration and professional growth. Employees benefit from a supportive environment where their contributions are valued, alongside opportunities for skill development and career advancement within the legal sector. With a focus on client service delivery, this role allows you to work closely with experienced professionals, making it a rewarding place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Progeny Planner Academy 2027 Talent Pool in Dewsbury
✨Tap into Campus Resources
Universities often have strong ties with banks and financial institutions. Make sure to check in with your career services for any internship fairs or networking events. These can be golden opportunities to meet representatives from firms like The Progeny Group Limited and make a lasting impression.
✨Join Finance Societies and Clubs
Get involved with finance or investment clubs at your university. These not only offer great networking potential but often host guest speakers from the industry. Show your enthusiasm and engage with these professionals—who knows, they might tip you off about internship openings at The Progeny Group Limited!
✨Have Your Application Ready to Go
Internship applications can be competitive and come with tight deadlines. Be proactive! Have your CV and cover letter prepared and tailored for roles at The Progeny Group Limited. When the openings go live, you’ll want to be one of the first to apply.
✨Leverage LinkedIn for Connections
LinkedIn is a powerful tool, especially in the banking sector. Follow recruiters from The Progeny Group Limited and connect with alumni who are working in similar roles. Don’t hesitate to drop them a message to introduce yourself and express your interest in internships—they might have insider info or even refer you!
We think you need these skills to ace Progeny Planner Academy 2027 Talent Pool in Dewsbury
Some tips for your application 🫡
Show Off Those Grades!:In banking and financial services, your academic background is super important. Make sure to highlight your grades, especially in finance, economics, or maths. If you've got any relevant coursework or projects, don’t hesitate to include them in your CV!
Craft Your Cover Letter with Care:For an internship, we want to see your enthusiasm and motivation. Use your cover letter to explain why you’re excited about this opportunity at The Progeny Group Limited and what you hope to learn. Be personal and connect the dots between your education and the role of Progeny Planner Academy 2027 Talent Pool.
Squeaky Clean CV:Your CV should be clear and free of jargon. Focus on the skills that matter most in the banking sector, like analytical thinking and attention to detail. Don't forget to include any internships or part-time jobs that show your experience in a banking environment!
Utilise Relevant Experiences:If you've been involved in finance-related clubs or societies at university, mention that in your application. Showing your practical experience alongside your studies can make a real difference and demonstrate your passion for the financial world. We love seeing candidates who go the extra mile!
How to prepare for a job interview at The Progeny Group Limited
✨Show Us Your Analytical Skills
As an intern in the banking and financial services sector, you'll want to showcase your analytical skills. Be ready to tackle numerical and case questions during your interview. Brush up on your data interpretation abilities and consider scenarios where you've used data to solve problems.
✨Know Your Financial Tools
Familiarise yourself with the financial tools and software commonly used in banking, like Bloomberg or Excel for financial modelling. We recommend having a couple of examples where you've applied these tools in your studies or projects to impress the interviewer.
✨Be Passionate About Learning
Internships are all about learning, so express your enthusiasm for the banking industry. Share what trends you're excited about, or recent news you've followed, to show you're motivated and engaged. This can set you apart from other candidates who might be less enthusiastic.
✨Prepare for Behavioural Questions
Expect behavioural questions that assess your fit within a team and your ability to handle challenges. Think of examples from your studies or group projects that highlight your teamwork, adaptability, and communication skills. We want to see how you've navigated situations that are relevant to the workplace!
