Financial Planner – Virtual

Progeny

Financial Planner in Progeny Compass team providing expert financial advice. Assisting clients with a range of financial planning needs while maintaining high service standards.

Posted 7/11/2026full-timeWorthing • 🇬🇧 United KingdomMid-LevelSenior💰 £150,000 - £400,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing suitable private client financial advice, including investment planning and cash flow modeling, while adhering to regulatory standards and compliance requirements. Maintains strong client relationships and effectively communicates complex financial concepts clearly and concisely.

Highest-signal resume keywords

Level 4 Diploma In Financial PlanningCash Flow ModellingClient Relationship ManagementFCA Conduct Of Business RulesFinancial Planning Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Flow ModellingFinancial PlanningInvestment PlanningPre/At Retirement PlanningPersonal And Business ProtectionEstate PlanningResearch ToolsSuitability ReportsFinancial PlansCompliance

Soft Skills

Client CommunicationInterpersonal SkillsProfessionalismEthics

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

Level 4 Diploma In Financial Planning

Industry Keywords

Regulatory StandardsContinuous Professional DevelopmentClient MeetingsFinancial AdviceTreating Customers Fairly

About the role

Key responsibilities & impact

Prepare for and attend client meetings
Preparation of suitability reports for non-complex advice
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 the requirements laid down in compliance and administrative policy and procedures
Complete Continuous Professional Development to meet regulatory requirements and personal development needs
Be able to advise own clients without direct supervision
Always 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

Level 4 Diploma in Financial Planning
Proven experience in a paraplanning and a client facing advisory role
Experienced in building and maintaining excellent client and internal relationships
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; and 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 interpret complex planning and explain it clearly and concisely to clients and in reports

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