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Financial Planner – Virtual
ProgenyFinancial 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.
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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Financial PlanningInvestment PlanningPre/At Retirement PlanningPersonal And Business ProtectionEstate PlanningData CompilationResearch ToolsAttention To Detail
Soft Skills
Client Service ExperienceAbility To Work Under PressureClear Communication
Certifications
Level 4 Diploma In Financial Planning