Progeny

Financial Planner

Progeny

full-time

Posted on:

Location Type: Hybrid

Location: Edinburgh • United Kingdom

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About the role

  • Deliver exceptional client service: meet client demands, keep them up to date with progress, and engendering trust and respect.
  • Deliver financial plans and advice: in accordance with Progeny’s regulatory standards and rules, you will communicate financial plans and advice cohesively, ensuring client engagement and understanding, whilst working towards agreed activity targets.
  • Manage ongoing review processes: aligning all processes with client service agreements.
  • Maintain compliance: creating and maintaining compliant client files where all communication is documented correctly.
  • Provide intelligent and creative solutions: dealing with client issues in both a reactive and proactive manner.
  • Be a pioneer for Progeny: learn, understand, and successfully articulate all aspects of the firm’s financial planning proposition.

Requirements

  • Diploma qualified in Financial Planning – you will possess a Diploma in Financial Planning, with an Advanced diploma being desirable as we hold Corporate Chartered status as a firm.
  • Substantial knowledge in key areas of financial planning and advice – including investment planning, pre/at retirement planning, personal and business protection, and estate planning.
  • A strong all-rounded Financial Services professional – proven experience within a full range of provider products, services, and capabilities, and has taken an active role in delivering them.
  • Client-centric – experience in building and maintaining excellent relationships both internally and externally, with previous experience within a client-advisory role for at least 2 years.
Benefits
  • 30 days holiday plus public holidays
  • 3 days of celebratory leave (for your birthday, wellbeing, volunteering, or other celebratory events important to you)
  • Enhanced family leave
  • 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
  • Referral scheme
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planninginvestment planningpre-retirement planningat-retirement planningpersonal protectionbusiness protectionestate planning
Soft Skills
client servicecommunicationrelationship buildingtrustrespectproblem solvingproactive approach
Certifications
Diploma in Financial PlanningAdvanced Diploma in Financial Planning