Financial Planner

Department: Wealth

Employment Type: Full Time

Location: Cambridge

DescriptionIn light of Progeny's continued growth in Cambridgeshire and the surrounding counties, an opportunity has arisen for an experienced Financial Planner to join the evolving team. As part of ongoing and planned business succession and growth, the successful candidate will work alongside established Financial Planners and ultimately take over established client relationships with HNW and VHNW clients.

\nYou will nurture your client relationships, manage your portfolio effectively, and competently provide financial advice, whilst ensuring Progeny’s exceptionally high level of service is upheld. You will provide intelligent, creative solutions to client issues, and communicate financial plans and advice concisely, enabling your clients to reach their goals for the future. 

This role will be based at the Gibbs Denley office, a Chartered Financial Planning business, due to be integrated with Progeny. The successful candidate will be employed by Progeny. 

Key Responsibilities\nMeet Clients’ demands, keeping them up to date with progress and engendering trust and respect, actively promoting the TCF initiative.\nAssist in the delivery of independent financial plans and advice in accordance with Progeny Wealth’s regulatory standards and rules.\nCommunicate financial plans and advice simply and concisely, ensuring client engagement and understanding.\nAssist in providing and implementing suitable private client financial advice to meet and/or exceed agreed activity targets.\nManage ongoing reviews in line with client service agreements.\nCreate and maintain compliant client files where all communication is documented correctly.\nProvide intelligent and creative solutions to Client issues both reactively and proactively.\nLearn, understand, and successfully articulate all aspects of the firm’s financial planning proposition.\n

Skills, Knowledge and Expertise\nDiploma in Financial Planning\nAdvanced Diploma in Financial Planning (desirable) \nProven experience using a full range of provider products, services, and capabilities, and have taken an active role in delivering them.\nPreviously held CF30 and been in a client-facing advisory role for at least 2 years.\nKnowledge of key areas of financial planning and advice – including investment planning, pre/at retirement planning, personal and business protection, and estate planning.\nExperience in building and maintaining excellent relationships both internally and externally.\nKnowledge and understanding of FCA suitability requirements.\nPlease refer to our job description to review the responsibilities of the position in more detail.

We reserve the right to close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.\n

Benefits\n30 days holiday plus public holidays\nWellbeing day\nBirthday holiday\nVolunteering day\nPrivate medical insurance, 24/7 digital GP and health advice\nEmployee assistance programme providing support for your mental and physical health\nGroup pension scheme\nLife assurance scheme\nEyecare vouchers\nFamily leave\nReferral scheme\nPlease note this advert may close at any point, reach out to the Talent team with any queries.