Financial Planner – Compass Desk; Client-Focused
Job in
Nottingham, Nottinghamshire, NG1, England, UK
Listed on 2026-07-23
Listing for:
Progeny
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Regulatory Compliance Specialist, Wealth Management
Job Description & How to Apply Below
Progeny is expanding its Compass desk-based advisory team in Nottingham. You will provide compliant financial planning for existing clients, manage meetings, and prepare reports under FCA rules. The role supports professional development and promotes high-quality client outcomes.
Working within a busy team, you will grow your expertise in investment, retirement, protection, and estate planning while pursuing further qualifications and Chartered Status where applicable.
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