Financial Services Expert

1 day ago


Cambridge, Cambridgeshire, United Kingdom The Progeny Group Full time

**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 Us

The 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
What We Offer
  • 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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