Financial Planner (Virtual)

Responsibilities

• 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

• 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

Core Competencies

Demonstrates expertise in delivering financial planning and advice, including investment planning, retirement planning, and compliance with FCA conduct rules. Proficient in cash flow modeling and maintaining strong client relationships while adhering to regulatory standards.