Requirements
* We are looking for a Chartered Financial Planner to join our growing team
* 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
* 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
What the job involves
* 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
* 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
* 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
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