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For Companies At a Glance
- Tasks: Deliver exceptional financial advice and nurture client relationships with a diverse portfolio.
- Company: Progeny, a forward-thinking firm combining financial planning and legal services.
- Benefits: 30 days holiday, enhanced family leave, private medical insurance, and more.
- Why this job: Join a pioneering team making a real impact in clients' financial futures.
- Qualifications: Diploma in Financial Planning and 2+ years in a client-advisory role.
- Other info: Home-based work with travel for client meetings and excellent career growth opportunities.
The predicted salary is between 28800 - 48000 £ per year.
Role Overview
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.
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.
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.
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
Location
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.
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.
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Financial Planner 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
✨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 on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your knowledge in investment planning and client relationship management. Share specific examples of how you've delivered exceptional service in the past – it’ll set you apart from the crowd.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to firms like Progeny and express your interest in working with them. Tailor your message to show how your skills align with their values and client-centric approach. It shows initiative and can really make an impression.
✨Tip Number 4
Keep learning! Stay updated on the latest trends in financial planning and compliance. Consider taking additional courses or certifications that can boost your qualifications. This not only enhances your CV but also demonstrates your commitment to providing high-quality solutions for clients.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Planner role. Highlight your client-centric approach and any relevant qualifications, like your Diploma in Financial Planning.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial planning and how you can contribute to our team. Be sure to mention your experience with HNW and VHNW clients, as we value strong relationships.
Showcase Your Problem-Solving Skills: In your application, give examples of how you've provided intelligent and creative solutions to client issues. We love seeing candidates who can think outside the box and deliver exceptional results.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better!
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. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in helping clients achieve their goals.
✨Showcase Your Client-Centric Approach
Prepare examples of how you've built and maintained strong client relationships in the past. Highlight specific instances where you went above and beyond to meet client needs, as this aligns perfectly with Progeny's emphasis on exceptional client service.
✨Communicate Clearly
Practice explaining complex financial concepts in simple terms. During the interview, aim to demonstrate your ability to communicate financial plans and advice cohesively, ensuring that even someone without a financial background can understand your points.
✨Be Proactive and Creative
Think of scenarios where you provided intelligent and creative solutions to client issues. Be ready to discuss how you approach problem-solving and how you can bring that proactive mindset to the role at Progeny.