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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning, including investment planning, retirement planning, and estate planning, while maintaining compliance with regulatory standards. Proven ability to nurture client relationships and deliver tailored financial advice effectively.
Highest-signal resume keywords
Financial PlanningInvestment PlanningClient Relationship ManagementRegulatory ComplianceMentoring
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AdviceEstate PlanningPre/At Retirement PlanningProvider Products KnowledgeClient File Management
Soft Skills
CommunicationProblem SolvingRelationship Building
Certifications & Qualifications
Diploma in Financial PlanningAdvanced Diploma in Financial Planning
Industry Keywords
HNW ClientsVHNW ClientsClient Service AgreementsMarketing/PR Activities
About the role
Key responsibilities & impact- Inherit and manage a diverse portfolio of HNW and VHNW clients
- Nurture client relationships and provide financial advice
- Deliver financial plans and advice in accordance with regulatory standards and rules
- Communicate financial plans and advice clearly and concisely
- Manage ongoing review processes in line with client service agreements
- Create and maintain compliant client files with correctly documented communications
- Provide intelligent and creative solutions to client issues reactively and proactively
- Learn, understand, and articulate all aspects of Progeny’s financial planning proposition
- Mentor Associate Planners and other junior team members
- Participate in Marketing/PR activities to build a personal brand
- Travel to the office or other locations for client meetings as required
Requirements
What you’ll need- Diploma qualified in Financial Planning; Advanced Diploma in Financial Planning is desirable
- Substantial knowledge in investment planning, pre/at retirement planning, personal and business protection, and estate planning
- Proven experience with a full range of provider products, services, and capabilities
- Experience actively delivering provider products and services
- Experience building and maintaining excellent internal and external relationships
- At least 2 years of experience in a client-advisory role
- Ability to maintain compliant client files and follow regulatory standards and rules
Benefits
Comp & perks- 30 days holiday plus public holidays
- 3 days of celebratory leave (for your birthday, wellbeing, volunteering, or other celebratory events important to you)
- Enhanced family leave
- 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
- Referral scheme
- Home-based working arrangement