The Progeny Group Limited is recruiting a Financial Planner for the Progeny Compass team. You will support clients with AUM between £150k and £400k and/or less complex planning needs, under FCA guidelines.
The role blends home and office-based work, enabling you to manage client meetings, reviews, and follow-up recommendations remotely where possible. You will develop your expertise through Level 6 studies, mentoring, and building a personal brand while delivering high-quality financial planning
#J-18808-LjbffrHybrid Financial Planner - Client-Focused Planning in Worthing 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.
