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Progeny · 4 months ago

Financial Planner

United States

Full-time

Remote

Mid, Senior Level

2+ years exp

Progeny is a firm that specializes in independent financial planning, asset management, and legal services. They are seeking a Chartered Financial Planner to manage a diverse portfolio of high-net-worth clients, providing exceptional financial advice and maintaining high service standards.

Financial ServicesWealth Management

Comp. & Benefits

Responsibilities

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

Qualification

Chartered Financial PlannerAdvanced Diploma in Financial PlanningInvestment PlanningEstate PlanningClient Relationship ManagementFinancial Advice DeliveryClient-Centric ApproachCompliance MaintenanceCreative Problem Solving

Required

Chartered Financial Planner

Advanced Diploma in Financial Planning

Diploma qualified in Financial Planning

Substantial knowledge in key areas of financial planning and advice including investment planning, pre/at retirement planning, personal and business protection, and estate planning

Proven experience within a full range of provider products, services, and capabilities

Experience in building and maintaining excellent relationships both internally and externally

Previous experience within a client-advisory role for at least 2 years

Benefits

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

Company

Progeny

Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.

Founded in 2014

Leeds, Leeds, GBR

201-500 employees