Financial Planner
The Progeny Group
Financial Planner
The Progeny Group
Holistic wealth, legal, tax, asset management
The opportunity
We are looking for a Chartered Financial Planner to join our growing team.
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.
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 and services, with the ability to showcase your delivery in these areas.
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:
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.
Location
These roles offer home-based working, alongside travel to the office or elsewhere for client meetings as required, allowing you to balance your personal responsibilities/interests and connect with your colleagues.
What you will do
About you
To thrive in the role, you will be or have:
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.
Please refer to our role profile to review the responsibilities and requirements of the position in more detail.
We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
Benefits
Holistic wealth, legal, tax, asset management
Progeny is a global professional services group offering independent financial planning, tax advice, legal counsel, and asset management for private clients, families, businesses, and family offices. It works by integrating planning, legal, tax, and investment services into a single, coordinated advisory experience, including discretionary investment management via Progeny Asset Management and HR services. It differentiates itself by providing a multidisciplinary, one-brand, non-siloed approach and expanding through a large-scale acquisition strategy backed by private equity. Its goal is to deliver comprehensive, integrated wealth and business advisory services while growing its platform and geographic reach through acquisitions.
Explore more opportunities at The Progeny Group