Financial Planner – Virtual

Progeny

Financial Planner providing desk-based financial planning advice for clients with AUM between £150k to £400k. Supporting clients and maintaining high service standards in a hybrid work environment.

Posted 7/11/2026full-timeCambridge • 🇬🇧 United KingdomJunior💰 £150,000 - £400,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in delivering financial planning and advice, including investment planning, retirement planning, and compliance with FCA conduct rules. Proficient in cash flow modeling and maintaining strong client relationships while adhering to regulatory standards.

Highest-signal resume keywords

Level 4 Diploma In Financial PlanningCash Flow ModellingFinancial Advisory SolutionsFCA Conduct Of Business RulesStrong Analytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment PlanningPre/At Retirement PlanningPersonal And Business ProtectionEstate PlanningData CompilationResearch ToolsAttention To Detail

Soft Skills

Client Service ExperienceAbility To Work Under PressureClear Communication

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

Level 4 Diploma In Financial Planning

Industry Keywords

Regulatory StandardsSuitability ReportsContinuous Professional DevelopmentCompliance PolicyClient Meetings

About the role

Key responsibilities & impact

Prepare for and attend client meetings
Responsible for post meeting actions including file note, financial plans, and suitability reports
Delivery of financial plans and advice in accordance with Progeny’s regulatory standards and rules
Provision and implementation of suitable private client (retail) financial advice to meet agreed activity targets
Maintain professional working relationships with clients and attend client social activities
Develop appropriate technical and market awareness knowledge
Create cash flow models as part of the delivery of financial planning advice
Comply with compliance and administrative policy and procedures
Complete Continuous Professional Development to meet regulatory requirements and personal development needs
Advise own clients without direct supervision
Adhere to the firm’s certification regime and T&C scheme requirements
Adhere to the Company’s business principles, high standard of ethics and treating customers fairly obligations

Requirements

What you’ll need

Excellent client service experience
Level 4 Diploma in Financial Planning
Experience working within paraplanning and providing financial advisory solutions to clients
Experience of using cash flow modelling tools
Experience of using research tools
Excellent working knowledge of key areas of financial planning and advice including:
- Investment planning
- Pre/at retirement planning
- Personal and business protection
- Estate planning
Knowledge and understanding of FCA conduct of business rules and suitability requirements
Proficient in Microsoft packages such as Word, Excel, PowerPoint etc.
Ability to work under pressure to deadlines, ensuring accuracy and high levels of attention to detail
Strong analytical and research skills
Ability to interpret complex planning and explain it clearly to clients and in reports
Ability to calculate figures and compile data

Benefits

Comp & perks

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