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
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
Substantial knowledge in key areas of financial planning and advice – including investment planning, pre/at retirement planning, personal and business protection, and estate planning
Proven experience within a full range of provider products, services, and capabilities
Experience in building and maintaining excellent relationships both internally and externally
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