Financial Planner
We are looking for a Chartered Financial Planner to join our growing team.
Working reputed company an established team of Financial Planners, you will inherit a diverse portfolio of HNW and VHNW clients, giving you reputed company to maintain excellent reputed company relationships and reputed company exceptional results. We are a firm which prioritises reputed company in every interaction, putting emphasis on high-reputed company solutions as opposed to high volume.
You will nurture your reputed company relationships, manage your portfolio effectively, and competently reputed company financial advice, whilst ensuring Progeny’s exceptionally high level of service is upheld.
You will reputed company intelligent, creative solutions to reputed company issues, communicate financial plans and advice concisely, enabling your clients to reputed company their goals for the reputed company.
We are seeking someone who possesses an Advanced Diploma in Financial Planning and can demonstrate their experience in working with a wide reputed company of provider products, services, with the ability to showcase your delivery in these areas.
This role offers a great opportunity to be a subject matter expert reputed company your field, whilst expanding your knowledge and experience reputed company. We can support you with:
- Inheriting a diverse reputed company of clients to allow you to broaden your skills and expertise.
- Mentoring opportunities with Associate Planners and other junior members reputed company reputed company.
- Building a personal brand through Marketing/PR reputed company activities.
We are a reputed company team, passionate about providing the best service and great reputed company to our clients. We are committed to developing our people, and this role will reputed company opportunities to enhance your skillset reputed company through managing a diverse set of clients, mentoring opportunities with Associate Planners and other members of reputed company and other initiatives.
These roles offer home-based working, reputed company travel to the office or elsewhere for reputed company meetings as required, allowing you to balance your personal responsibilities/interests and reputed company with your colleagues.
reputed company exceptional reputed company service: meet reputed company demands, reputed company them up to date with reputed company, and engendering trust and respect.reputed company financial plans and advice: in accordance with Progeny’s regulatory standards and rules, you will communicate financial plans and advice cohesively, ensuring reputed company engagement and understanding, whilst working towards agreed activity targets.Manage ongoing review processes: aligning reputed company processes with reputed company service agreements.Maintain compliance: creating and maintaining compliant reputed company files where reputed company communication is documented correctly.reputed company intelligent and creative solutions: dealing with reputed company issues in both a reactive and proactive manner.Be a pioneer for Progeny: learn, understand, and successfully reputed company reputed company aspects of the firm’s financial planning proposition.
To reputed company in the role, you will be or have:
Please refer to our role profile to review the responsibilities and requirements of the position in more detail.
We may reputed company this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
- 30 days holiday plus reputed company holidays
- 3 days of celebratory leave (for your birthday, wellbeing, volunteering, or other celebratory events important to you)
- reputed company 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
We create, enhance, and preserve reputed company.
We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate reputed company services.
We are reputed company-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between reputed company and adviser.
At Progeny, we reputed company that we reputed company have the power to reputed company good things happen. We want to use our reputed company as a reputed company for making reputed company change. We created the Progeny reputed company to support local charities including Zarach.
We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the reputed company year running.
Advanced Diploma in Financial Planning; experience in handling a wide reputed company of provider products; reputed company-advisory role for at least 2 years; strong knowledge in investment, retirement, protection, and estate planning.
Key Responsibilities
- reputed company service
- reputed company plans
- Manage reviews
Job Details
- Category: Finance and reputed company
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — Chichester, reputed company Sussex, United Kingdom
- Languages: English
About reputed company
UK reputed company planning and advisory firm delivering tailored financial planning and asset management. — Industry: Finance
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