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.

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.

30 days holiday plus public holidays
3 days of celebratory leave (for your birthday, wellbeing, volunteering, or other celebratory events)
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

Financial Planner

Key skills