Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Deliver exceptional financial advice and nurture client relationships with a diverse portfolio.
- Company: Join Progeny, a forward-thinking firm revolutionising financial planning and wealth management.
- Benefits: Enjoy 30 days holiday, enhanced family leave, private medical insurance, and more.
- Other info: Flexible working environment with opportunities for mentoring and personal brand building.
- 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.
The predicted salary is between 50000 - 70000 £ per year.
We are looking for a 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.
This role offers a mixture of home- and office-based working, alongside travel to 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:
- 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 are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
Financial Planner in Nottingham 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 Nottingham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant 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! Create a personal brand that highlights your skills and knowledge in financial planning. Share insights on social media, write articles, or even start a blog. This not only demonstrates your passion but also makes you stand out to potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial planning. Think about how you can demonstrate your client-centric approach and problem-solving skills. Remember, it’s all about showing how you can deliver exceptional service to clients!
✨Tip Number 4
Apply through our website! We’re always on the lookout for talented individuals like you. Make sure to tailor your application to highlight your experience with HNW and VHNW clients, as well as your ability to provide intelligent solutions. Don’t miss out on the chance to join our amazing team!
We think you need these skills to ace Financial Planner in Nottingham
Some tips for your application 🫡
Showcase Your Experience: When writing your application, make sure to highlight your experience in financial planning. We want to see how you've worked with a diverse range of clients and products, so don’t hold back on those details!
Be Client-Centric: Remember, we’re all about building strong client relationships. Use your application to demonstrate how you’ve maintained excellent relationships in the past and how you plan to do the same with our clients.
Communicate Clearly: Your ability to communicate financial plans and advice is key. Make sure your application is clear and concise, reflecting how you would engage with clients. We love a well-structured application that’s easy to read!
Apply Early!: We might close this vacancy early if we get enough applications, so don’t wait around! Head over to our website and submit your application as soon as you can to ensure you don’t miss out on this 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 confidence.
✨Showcase Client Relationships
Prepare examples of how you've built and maintained strong client relationships in the past. Highlight any situations where you went above and beyond to meet client needs, as this aligns perfectly with the firm's emphasis on exceptional service.
✨Communicate Clearly
Practice explaining complex financial concepts in simple terms. During the interview, focus on how you would communicate financial plans and advice to clients, ensuring they understand and feel engaged in the process.
✨Be a Problem Solver
Think of instances where you've provided creative solutions to client issues. Be ready to discuss these examples, as the firm values intelligent and proactive approaches to problem-solving in financial planning.