Financial Planner

Progeny

Financial Planner providing desk-based financial advice to clients for Progeny Compass while collaborating with T&C and Compliance teams. Role involves client meetings, report preparation and financial plan delivery.

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing tailored financial advice and planning, ensuring compliance with regulatory standards while maintaining strong client relationships. Proficient in cash flow modeling and financial analysis to deliver effective solutions for clients.

Highest-signal resume keywords

Level 4 Diploma In Financial PlanningCash Flow ModellingClient Service ExperienceFCA Conduct Of Business RulesFinancial Planning Knowledge

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 CalculationReport PreparationSuitability ReportsFinancial PlansTechnical Knowledge

Soft Skills

Client Relationship ManagementCommunication SkillsInterpersonal SkillsProblem-SolvingAttention To Detail

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointResearch ToolsCash Flow Modelling Tools

Certifications & Qualifications

Level 4 Diploma In Financial Planning

Industry Keywords

Regulatory StandardsComplianceContinuous Professional DevelopmentFinancial AdviceClient Meetings

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.

Requirements

What you’ll need

Excellent client service experience
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.
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