Financial Planner

Progeny

Chartered Financial Planner managing diverse portfolios of HNW and VHNW clients. Delivering exceptional financial advice remotely while ensuring Progeny’s high level of service is upheld.

Posted 7/5/2026full-timeFareham • 🇬🇧 United KingdomJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Financial Planning, including investment planning, retirement planning, and compliance management, while delivering exceptional client service and maintaining strong client relationships.

Highest-signal resume keywords

Diploma In Financial PlanningInvestment PlanningClient Advisory ExperienceCompliance ManagementClient Relationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningEstate PlanningPersonal ProtectionBusiness ProtectionRetirement Planning

Soft Skills

Client-Centric ApproachCommunication SkillsProblem-SolvingTrust BuildingProactive Engagement

Certifications & Qualifications

Diploma In Financial PlanningAdvanced Diploma In Financial Planning

Industry Keywords

Financial ServicesRegulatory StandardsClient Service AgreementsProvider ProductsCorporate Chartered Status

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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