Financial Planning Technician

The opportunity  

As a Financial Planning Technician, you will provide recommendations, financial analysis, technical and research support to the Financial Planners to deliver excellent client service and outcomes. You will act as a point of contact for clients and deal effectively with their queries, as well as preparing client files for review meetings and occasionally, if necessary, attending review meetings with Financial Planners.

You will be passionate about client care and dedicated to excellence, with an appetite for learning and personal growth and a willingness to support and champion others. To be successful you will build deep and meaningful relationships with the clients and the team, always being mindful of the ways we can improve the client experience.

This role offers a great opportunity and scope to -  

• Become a technical expert in a particular specialism, have regular development conversations.  
• Work towards the Advanced Diploma in Financial Planning and Chartered Status.
• Explore career paths and growth opportunities available within the Paraplanning Centre of Excellence or by becoming a Financial Planner.  

Location  

This role will be based in our Nottingham office. We operate hybrid working enabling home and office working, allowing you to balance your personal responsibilities/interests and connecting with your colleagues.  

What you will be doing   

As a Financial Planning Technician, you will complete all paraplanning tasks together with responsibility for -  

• Research and analysis: conduct in-depth research and analysis to identify suitable solutions. Perform and present cashflow modelling scenarios to clients as required. 
• Technical work: prepare suitability letters and reports for annual reviews and new business, prepare tax calculations and financial plans for clients. 
• Liaising with providers: speak to external companies to obtain information about existing and potential investments.
• Client requirements: determine client objectives and priorities, together with understanding client attitudes to risk and capacity for loss. 
• Managing documentation: prepare client files for review meetings and maintain these compliantly throughout the client advice journey. 
• Compliance and regulation: Working with honesty and integrity, you will be disciplined in following the principles and rules of the FCA, demonstrating adherence to relevant regulations, rules and procedures that apply to your role and conduct of the business. 
• Supporting the team: share expertise and best practice with others and assist them with complex client matters. Carry out peer reviews. 
  
• Technical knowledge: dedicate time to meet continuous professional development requirements and maintaining your product and technical knowledge. 
  

About you   

To thrive and be successful in the role you will be/need-  

Financial Services experience - Possess sound understanding of financial advice, FCA principles and regulatory standards with experience using a range of provider products, services and capabilities. 

Technical knowledge - Possess the Level 4 Diploma in Financial Planning. 

Methodical and organised – An ability to work autonomously and manage your own workload
effectively to produce thorough work that meets the needs of our clients and colleagues. 

Excellent writing skills – Skilled in compiling suitability reports and other documentation, ensuring written work is clear, accurate and concise.  

Exemplary communication and relationship building skills – A collaborative approach to working with Financial Planners and other colleagues to ensure great client service and outcomes.  

 
Passion for sharing knowledge – Driven to share your expertise and problem solve with others, share best practice and coach your colleagues to support their development.  

Great tech skills - Proficiency in Microsoft Office (with advanced Word/Excel skills) and a good working knowledge of different provider platforms.  

Benefits

• 30 days holiday plus public holidays
• 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you.
• 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
• Enhanced family leave
• Referral scheme
  
  

We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.

About Progeny

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 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. 

We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running. 

Please note this position is being advertised on behalf of Fiscal Engineers, who are part of The Progeny Group.