Financial Planner (Virtual)

Join Progeny, a leading financial services firm, as a Financial Planner in our Progeny Compass team. In this virtual role, you will provide effective financial planning for clients with AUM between £150k and £400k, and/or less complex financial planning needs. You will be supported by colleagues in T&C, Compliance, and Regional Management, and will have the opportunity to enhance your skills and expertise while working towards the Level 6 Advanced Diploma in Financial Planning.

• Assister les clients dans la planification financière en fournissant des conseils adaptés à leurs besoins.
• Préparer et participer aux réunions avec les clients, en élaborant des rapports de convenance pour des conseils non complexes.
• Maintenir des relations professionnelles avec les clients et respecter les normes réglementaires et éthiques de l'entreprise.
• We are seeking someone with excellent client service experience, who possesses the Level 4 Diploma in Financial Planning, and can demonstrate their experience working within paraplanning as well as providing financial advisory solutions to clients
• The successful individual will be prepared to continue their studies to achieve Chartered Status should this not be currently held
• Advanced Diploma in Financial Planning (desirable)
• Diploma in Financial Planning
• Experience of using research tools
• Ability to interpret complex planning and explain it clearly and concisely to clients and in reports
• Be able to understand and interpret a cash flow forecast and summarise the key points
• Demonstrate drive and commitment to self-development
• Excellent working knowledge of key areas of financial planning and advice including investment planning, pre/at retirement planning, personal and business protection; and estate planning
• Demonstrate strong analytical and research skills
• Proficient in Microsoft packages such as: Word, Excel, PowerPoint etc
• Actively seek to enhance own expertise and knowledge
• Be able to work under pressure to deadlines, ensuring accuracy and high levels of attention to detail at all times
• Display a professional approach to work and colleagues, i.e. professional appearance, respect of individuals and ethical conduct
• Experienced in building and maintaining excellent client and internal relationships
• Experience of using cash flow modelling tools
• Ability to calculate figures and compile data
• Proven experience in a paraplanning and a client facing advisory role
• Effectively manage projects and take ownership of assigned tasks
• Knowledge and understanding of FCA conduct of business rules and suitability requirements