Financial Planner

3 weeks ago

Cambridge, Cambridgeshire, United Kingdom Progeny Full time
Financial Planner Role

In light of Progeny's continued growth, an opportunity has arisen for an experienced Financial Planner to join the evolving team. As part of ongoing business succession and growth, the successful candidate will work alongside established Financial Planners and take over established client relationships with high net worth and very high net worth clients.

You will nurture client relationships, manage your portfolio effectively, and provide financial advice while ensuring Progeny's exceptionally high level of service is upheld. You will provide intelligent solutions to client issues and communicate financial plans and advice concisely, enabling clients to reach their goals.

This position offers home-based working with travel required for client meetings.

Key Responsibilities
  • Meet client demands, keeping them up to date with progress and engendering trust and respect.
  • Assist in delivering independent financial plans and advice in accordance with Progeny Wealth's regulatory standards.
  • Communicate financial plans and advice simply and concisely, ensuring client engagement and understanding.
  • Assist in providing and implementing suitable private client financial advice to meet and/or exceed agreed activity targets.
  • Manage ongoing reviews in line with client service agreements.
  • Create and maintain compliant client files where all communication is documented correctly.
  • Provide intelligent solutions to client issues both reactively and proactively.
  • Learn, understand, and successfully articulate all aspects of the firm's financial planning proposition.
Skills, Knowledge and Expertise
  • Diploma in Financial Planning
  • Advanced Diploma in Financial Planning (desirable)
  • Proven experience using a full range of provider products, services, and capabilities
  • Previously held CF30 and been in a client-facing advisory role for at least 2 years
  • Knowledge of key areas of financial planning and advice
  • Experience in building and maintaining excellent relationships both internally and externally
  • Knowledge and understanding of FCA suitability requirements

Please refer to our job description to review the responsibilities of the position in more detail.

Benefits
  • 30 days holiday plus public holidays
  • Wellbeing day
  • Birthday holiday
  • Volunteering day
  • 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
  • Family leave
  • Referral scheme

We create, enhance, and preserve wealth.

We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.

We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.

At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification.

In 2023, we continued to onboard new team members, resulting in an overall growth of 17%. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.

  • Financial Planner

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Progeny Full time

    Financial Planner OpportunityWe are seeking an experienced Financial Planner to join our evolving team at Progeny, a leading provider of independent financial planning, asset management, tax, HR, and private and corporate legal services.Key ResponsibilitiesDevelop and implement comprehensive financial plans for high net worth and very high net worth clients,...

  • Financial Planner

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Progeny Full time

    Financial Planner OpportunityWe are seeking an experienced Financial Planner to join our evolving team at Progeny, a leading provider of independent financial planning, asset management, tax, HR, and private and corporate legal services.Key ResponsibilitiesDevelop and implement comprehensive financial plans for high net worth and very high net worth clients,...

  • Financial Planner

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom The Progeny Group Full time

    Financial Planning OpportunityWe are seeking an experienced Financial Planner to join our evolving team at The Progeny Group. As part of our ongoing business succession and growth, the successful candidate will work alongside established Financial Planners and ultimately take over established client relationships with High Net Worth (HNW) and Very High Net...

  • Financial Planner

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom The Progeny Group Full time

    Financial Planning OpportunityWe are seeking an experienced Financial Planner to join our evolving team at The Progeny Group. As part of our ongoing business succession and growth, the successful candidate will work alongside established Financial Planners and ultimately take over established client relationships with High Net Worth (HNW) and Very High Net...

  • Financial Planner

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom The Progeny Group Full time

    Financial Planning OpportunityProgeny Wealth is seeking an experienced Financial Planner to join its evolving team. As part of ongoing business succession and growth, the successful candidate will work alongside established Financial Planners and take over established client relationships with high net worth and very high net worth clients.The ideal...

  • Senior Financial Planner

    2 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Allerton Park Recruitment Solutions Full time

    Role Overview: We are working with a renowned National firm of Financial Planners seeking to grow their team. The company offers a strong flow of leads focused on the Medical and Dental Professions, with no initial client follow-up required. Key Responsibilities: As a Financial Planner, you will be involved in speaking at seminars, identifying new business...

  • Senior Financial Planning Specialist

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Cooper Lomaz Recruitment Ltd Full time

    We are seeking a Senior Paraplanner to collaborate with our Chartered Financial Planners and develop comprehensive financial plans and strategies for our clients.The successful candidate will have extensive experience working as a Paraplanner or Financial Planner or Financial Advisor and will be responsible for:Collecting and collating information from...

  • Senior Financial Consultant

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Cooper Lomaz Recruitment Ltd Full time

    Financial Planning OpportunityWe are working with a leading Chartered Financial Planning institute to find an experienced Financial Planner or Financial Adviser. The ideal candidate will have achieved Chartered status, but this is not essential. Previous experience working as a Paraplanner or Financial Adviser is required.The successful candidate will be...

  • Financial Planning Professional

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Cooper Lomaz Full time

    Cooper Lomaz is partnering with a leading Chartered Financial Planning institute to find an experienced Financial Planner or Financial Adviser.The ideal candidate will have achieved Chartered status, although this is not essential. Previous experience working as a Paraplanner, Financial Adviser, or Financial Planner is crucial.Key responsibilities will...

  • Financial Planning Specialist

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Cooper Lomaz Recruitment Ltd Full time

    Cooper Lomaz Recruitment Ltd is seeking an experienced Financial Planner or Financial Adviser to join their team at a Chartered Financial Planning institute. The ideal candidate will have achieved Chartered status, but this is not essential. Previous experience working as a Paraplanner, Financial Adviser, or Financial Planner is required.The successful...

  • Senior Financial Planning Specialist

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Cooper Lomaz Recruitment Ltd Full time £35,000 - £50,000

    We are seeking a highly experienced Senior Paraplanner to join our team at Cooper Lomaz Recruitment Ltd. This is a pivotal role that requires direct communication with advisers and clients.The successful candidate must have extensive experience working as a Paraplanner or Financial Planner or Financial Advisor. Key responsibilities include collaborating with...

  • Senior Financial Planning Consultant

    5 days ago

    Cambridge, Cambridgeshire, United Kingdom Cooper Lomaz Recruitment Ltd Full time

    Financial Planning RoleCooper Lomaz Recruitment Ltd is working with a leading Chartered Financial Planning institute in seeking a skilled Financial Planner or Financial Adviser. An ideal candidate will have achieved Chartered status but this is not essential. Essential experience includes working as a Paraplanner or Financial Adviser or Financial Planner....

  • Financial Planning Assistant

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Reed Full time

    Seeking a skilled Paraplanner to support our Chartered Financial Planners in Cambridge. Key responsibilities include:Collating client information and data in accordance with 'know your client' principles and firm policies.Collaborating with Chartered Financial Planners to develop comprehensive financial plans and strategies.Undertaking comparative research,...

  • Financial Planning Assistant

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom Reed Full time

    Financial Paraplanner Opportunity in CambridgeWe are seeking a skilled Paraplanner to join our team in Cambridge, providing support to our Chartered Financial Planners in delivering exceptional client service.Main Responsibilities:Collect and collate client information and data, adhering to 'know your client' principles and firm policies.Collaborate with...

  • Financial Planning Assistant

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom Reed Full time

    Financial Paraplanner Opportunity in CambridgeWe are seeking a skilled Paraplanner to join our team in Cambridge, providing support to our Chartered Financial Planners in delivering exceptional client service.Main Responsibilities:Collect and collate client information and data, adhering to 'know your client' principles and firm policies.Collaborate with...

  • Financial Planning Assistant

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Reed Full time

    Financial Paraplanner Opportunity in CambridgeWe are seeking a skilled Paraplanner to support our Chartered Financial Planners in Cambridge. The successful candidate will provide holistic financial planning services to our clients, including pensions, investments, protection, and non-mainstream investments.Main Responsibilities:Collect and collate client...

  • Senior Financial Planning Specialist

    5 days ago

    Cambridge, Cambridgeshire, United Kingdom Cooper Lomaz Recruitment Ltd Full time

    Job Role: Cooper Lomaz Recruitment Ltd is seeking a highly skilled Senior Paraplanner to support their team in delivering exceptional financial services. The ideal candidate will have extensive experience working as a Paraplanner or Financial Planner, with a proven track record of developing comprehensive financial plans and strategies. Key Responsibilities:...

  • Financial Planning Assistant

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking an ambitious individual to join our Financial Planning team in Cambridge. As a Client Administrator, you will be responsible for providing full administrative support to Financial Planners and building relationships with clients to deliver a positive and sleek client experience.Key ResponsibilitiesProvide administrative support...

  • Financial Planning Assistant

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking an ambitious individual to join our Financial Planning team in Cambridge. As a Client Administrator, you will provide full administrative support to Financial Planners and build relationships with clients to deliver a positive and sleek client experience.Key ResponsibilitiesProvide administrative support to Financial...

  • Financial Planning Specialist

    5 days ago

    Cambridge, Cambridgeshire, United Kingdom Progeny Full time

    About the RoleWe are seeking an experienced Financial Planner to join our evolving team at Progeny. As part of our ongoing business succession and growth, the successful candidate will work alongside established Financial Planners and take over established client relationships with HNW and VHNW clients.The ideal candidate will have a strong background in...