The Progeny Group Limited is seeking a Financial Planner for Progeny Compass to provide advice to existing clients in line with FCA rules. You will manage client meetings, prepare reports, and deliver tailored financial plans with high service standards.
This role offers the chance to become a subject matter expert, with support for Level 6 Advanced Diploma and mentoring. Hybrid home/office working is available, with opportunities to build your personal brand and relationships.
#J-18808-LjbffrFinancial Planner - Compass Team (Hybrid, Client-Focused) in Nottingham 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.
