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Hybrid Financial Planner - Compass Client Advisory
Job in
Worthing, West Sussex, BN91, England, UK
Listed on 2026-07-13
Listing for:
Progeny
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Progeny is seeking a Financial Planner for its Progeny Compass team in the UK. You will manage a client panel, prepare for virtual meetings, and deliver suitable financial planning and recommendations in line with FCA rules.
The role involves collaborating with Client Executives, and supporting ongoing professional development toward Chartered Status. You will inherit a diverse client base, work toward the Level 6 Advanced Diploma in Financial Planning, and benefit from mentoring opportunities
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