Financial Planner

Financial Planner

Leeds Full-Time 36000 - 60000 £ / year (est.) No home office possible
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The Progeny Group Limited

At a Glance

  • Tasks: Join our team to manage a diverse portfolio of high-net-worth clients and deliver exceptional financial advice.
  • Company: Progeny is a pioneering firm combining financial planning, asset management, and legal services in the UK.
  • Benefits: Enjoy 30 days holiday, enhanced family leave, private medical insurance, and a supportive work environment.
  • Why this job: Be part of a passionate team focused on excellence and client satisfaction while developing your skills.
  • Qualifications: Must have a Diploma in Financial Planning; Advanced Diploma preferred with at least 2 years client-advisory experience.
  • Other info: Flexible home-based working with opportunities for mentoring and personal brand building.

The predicted salary is between 36000 - 60000 £ per year.

The opportunity

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, 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.

Location

We are looking for a Chartered Financial Planner to join our team in the Leeds region. 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 engendering 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 employer: The Progeny Group Limited

Progeny is an exceptional employer, offering Chartered Financial Planners the chance to thrive in a supportive and dynamic environment in the Leeds region. With a strong emphasis on employee development, you will benefit from mentoring opportunities, a diverse client portfolio, and a commitment to work-life balance through flexible home-based working arrangements. Our award-winning culture prioritises excellence and well-being, ensuring that you can grow your career while making a meaningful impact in clients' lives.
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

✨Tip Number 1

Network with professionals in the financial planning industry, especially those who are already working at Progeny or similar firms. Attend industry events, webinars, and local meetups to build connections that could lead to referrals or insider information about the role.

✨Tip Number 2

Familiarise yourself with Progeny's unique financial planning proposition and their approach to client service. Understanding their values and how they differentiate themselves in the market will help you articulate why you're a great fit during interviews.

✨Tip Number 3

Prepare to discuss specific examples of how you've successfully managed client relationships and delivered tailored financial solutions in your previous roles. Highlighting your experience with HNW and VHNW clients will demonstrate your capability to handle the diverse portfolio you'll inherit.

✨Tip Number 4

Showcase your commitment to continuous professional development. Mention any recent courses, certifications, or training you've undertaken that align with the requirements of the role, particularly in areas like investment planning and estate planning.

We think you need these skills to ace Financial Planner

Chartered Financial Planning
Advanced Diploma in Financial Planning
Investment Planning
Retirement Planning
Personal and Business Protection
Estate Planning
Client Relationship Management
Regulatory Compliance
Financial Analysis
Communication Skills
Problem-Solving Skills
Attention to Detail
Proactive Client Engagement
Portfolio Management
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your qualifications, particularly your Diploma in Financial Planning and any relevant experience. Emphasise your client-centric approach and your ability to manage diverse portfolios.

Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and how you align with Progeny’s values. Mention specific experiences where you've delivered exceptional client service and creative solutions.

Showcase Relevant Experience: Detail your experience in financial planning, especially in areas like investment planning and estate planning. Use examples that demonstrate your ability to build and maintain strong client relationships.

Highlight Continuous Learning: Mention any ongoing professional development or mentoring experiences. This shows your commitment to enhancing your skills and knowledge, which is important for the role at Progeny.

How to prepare for a job interview at The Progeny Group Limited

✨Showcase Your Expertise

Be prepared to discuss your Advanced Diploma in Financial Planning and how it has equipped you with the skills necessary for this role. Highlight specific experiences where you've successfully managed diverse client portfolios and delivered high-quality financial advice.

✨Demonstrate Client-Centric Approach

Since the role emphasises building and maintaining excellent client relationships, come ready with examples of how you've nurtured client connections in the past. Discuss how you ensure client satisfaction and trust, as these are key to succeeding at Progeny.

✨Prepare for Regulatory Standards

Familiarise yourself with Progeny’s regulatory standards and be ready to explain how you maintain compliance in your work. Discuss your experience in creating compliant client files and how you document communications effectively.

✨Articulate Creative Solutions

Think of instances where you've provided intelligent and creative solutions to client issues. Be ready to share these examples during the interview, as the ability to think outside the box is crucial for this position.

Financial Planner
The Progeny Group Limited
Location: Leeds
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