Progeny Planner Academy Talent Pool

Start your journey today to become a Financial Planner, with the Progeny Planner Academy

The Progeny Planner Academy was established to provide a structured career path for talented individuals who are looking to forge a new career as a Financial Planner.

Associate Financial Planners are supported and developed over a 12-month period, gaining the necessary knowledge, skills and commercial acumen for the role.

The programme is delivered by a team of experts, using a combination of in person workshops, webinars and digital learning which are designed to increase confidence, capability and competence. Mentors are assigned to our Associates on day one of the programme and there is considerable time built in to the programme to practice with colleagues and trainers to help embed the skills learned.

Each pathway is structured, yet personal, to ensure we can maximise the full potential and individual characteristics of all Academy members on their unique journeys.

A career as a Financial Planner can be extremely rewarding, whether you are new to Progeny with no industry qualifications, or already part/fully qualified we'd love to hear from you.

Financial Planning & Advice:
Deliver financial plans and advice to clients in accordance with Progeny’s regulatory standards and rules.

Client Service:
Provide clients with a high level of service and ensure client reviews are completed in accordance with the service proposition.

Business Development:
Continue to develop client-facing skills and create new business opportunities to support the growth of the business.

Compliance & Professional Standards:
Complete Continuous Professional Development to meet regulatory requirements and personal development needs.

Performance & KPIs:
Work towards the set KPIs in terms of quality of work, compliance standards, and advice revenue expectations.

Knowledge & Ethics:
Develop appropriate technical and market awareness knowledge.

Qualifications:

Minimum of the CII R01 and R05 exams passed prior to commencing the programme.

Professional Conduct:
Display a professional approach to work and colleagues, including professional appearance, respect for individuals, integrity, and ethical conduct.

Skills & Qualities:
Be able to work under pressure to meet deadlines, ensuring accuracy and high levels of attention to detail at all times. Demonstrate strong organisational and communication skills with the ability to work collaboratively as part of a team, building and maintaining relationships and working closely within guidelines.

Personal Development:
Demonstrate drive and commitment to self-development.

• 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

We create, enhance, and preserve wealth. We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services. We are forward-thinking and tech-driven, using technology toeliminatepaperwork, improve communications, and enrich the relationship between client and adviser. At Progeny, we believe that we all have the power to make good things happen.

We want to use our success as a catalyst for making real change. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for thethird year running.