Financial Planner
ProgenyEngland, United Kingdom • England, United Kingdom
Posted October 7, 2025
Full Time
About the Company
Progeny creates, enhances, and preserves wealth. We are a forward-thinking and tech-driven firm that uses technology to eliminate paperwork and enrich the relationship between client and adviser.
Job Description
We are seeking a Chartered Financial Planner to join our growing team in East Anglia. As a Financial Planner, you will inherit a diverse portfolio of HNW and VHNW clients and provide exceptional financial advice, while maintaining Progeny's exceptionally high level of service.
Requirements
- Diploma qualified in Financial Planning
- Substantial knowledge in key areas of financial planning and advice
- A strong all-rounded Financial Services professional
- Client-centric with experience in building and maintaining excellent relationships
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave
- Enhanced family leave
- Private medical insurance
- Employee assistance programme
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Referral scheme