Financial Services Expert
1 day ago
**Join Our Team as a Financial Planner**
We are looking for an experienced Financial Planner to join our team in Cambridge. As a key member of our team, you will be responsible for delivering high-quality financial advice to HNW and VHNW clients.
About UsThe Progeny Group is a leading provider of wealth management services. We are committed to delivering exceptional client experiences and building long-term relationships.
Key Responsibilities- Deliver Financial Advice
- Nurture Client Relationships
- Manage Portfolios
- Collaborate with the Team
This is an excellent opportunity for a skilled Financial Planner to take their career to the next level, working in a dynamic environment with experienced professionals.
Requirements- Diploma in Financial Planning
- Advanced Diploma in Financial Planning (desirable)
- Proven experience in using provider products and services
- CF30 certification and at least 2 years of client-facing advisory experience
- Knowledge of key areas of financial planning and advice
- Competitive salary range: £60,000 - £80,000 per annum
- 25 days' annual leave, plus bank holidays
- Private medical insurance and digital GP
- Employee assistance programme
- Group pension scheme and life assurance
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