Financial adviser Work, Jobs in Bedhampton, Ham (with Salaries)

Financial Planner
The Progeny Group Limited —Chichester
- Full-time
- Remote
- Employee assistance programme
- Referral programme
Quick apply
Office Administrator/Receptionist
Deep Blue Financial Limited —Fareham
- £25,000 - £26,500 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Health & wellbeing programme
Quick apply
3d
Student Support Systems Administrator - Part Time
University of Chichester —Bognor Regis
- £10,682 - £28,031 a year
- Part-time
- Microsoft Office
- Databases
- Administrative experience
- Employee assistance programme
- Employee discount
10d
Accounts Team Assistant
Quilter —Southampton
- Full-time
- Continuous improvement
- Communication skills
8d
Community Adviser
Arun & Chichester Citizens Advice —Chichester
- Computer literacy
- Travel
- Organisational skills
Quick apply
6d
Apprentice Accounting Technician
Hampshire County Council —Winchester
- £27,780 - £30,564 a year
- Full-time
- Hybrid work
- Accounting
- Communication skills
- Annual leave
- Work from home
7d
Mortgage Administrator
Sidmont Mortgages & Protection —Petersfield
- Up to £27,500 a year
- Part-time
- CRM software
- Administrative experience
- Organisational skills
Quick apply
Dealership Accountant
Greenhous - Retail & Fleet —Newport
- £36,000 - £40,000 a year
- Monday to Friday
- Accounting
- Employee discount
- Sick pay
Quick apply
Financial Planning Associate - Fareham
Atomos —Fareham
- Hybrid work
- CRM software
- Organisational skills
- AI
Operations Resourcing and Capacity Manager
Quilter —Southampton
- Full-time
- Analysis skills
- Continuous improvement
- Leadership
6d
Mortgage Adviser
YesCanDo Money —Havant
- £30,000 a year
- Customer service
- Business development
- Communication skills
- Free parking
- Annual leave
Digital Proposition Specialist
Quilter —Southampton
- Full-time
- Hybrid work
- Leadership
- Communication skills
Finance Analyst (17 Month FTC)
Quilter —Southampton
- Full-time
- Presentation skills
- Communication skills
Client Administrator - Fareham
Atomos —Fareham
- Hybrid work
- CRM software
- Financial services
- AI
6d
Principal Specialist - Homes Strategy, Planning & Budget
Southampton City Council —Southampton
- £67,375 - £76,270 a year
- Full-time
- Leadership
- Communication skills
- Employee assistance programme
- Employee discount
13h
Client Case Manager
Eight Financial Advice —Whiteley
- £40,000 a year
- Full-time
- Hybrid work
- Quality control
- Organisational skills
- Communication skills
- Employee assistance programme
Quick apply
Mortgage Administrator
Moneysprite Solent Ltd —Bishops Waltham
- £12.71 an hour
- Part-time
- Administrative experience
- Organisational skills
- IT
Quick apply
Paraplanner
Eight Financial Advice —Whiteley
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
Quick apply
Finance Operations Accountant (FTC)
Quilter —Southampton
- Full-time
- Analysis skills
- Continuous improvement
- Accounting
10d
Employee Benefits Administrator
Menzies LLP —Fareham
- Hybrid work
- Computer literacy
- Writing skills
- Computer skills

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Financial Planner

The Progeny Group Limited -
Chichester

Quick apply

Job details

Permanent | Full-time

Benefits

Company pension
Employee assistance programme
Private medical insurance
Referral programme

Qualifications

Financial planning
Financial advisory experience
Client engagement
Relationship management
Customer interaction
Estate planning

Full job description

The opportunity

We are looking for a Chartered Financial Planner to join our growing team.

Working alongside an established team of Financial Planners, you will inherit a diverse portfolio of HNW and VHNW clients, giving you the opportunity to maintain excellent client relationships and deliver exceptional results. We are a firm which prioritises excellence in every interaction, putting emphasis on high-quality solutions as opposed to high volume.

You will nurture your client relationships, manage your portfolio effectively, and competently provide financial advice, whilst ensuring Progeny’s exceptionally high level of service is upheld.

You will provide intelligent, creative solutions to client issues, communicate financial plans and advice concisely, enabling your clients to reach their goals for the future.

We are seeking someone who possesses an Advanced Diploma in Financial Planning and can demonstrate their experience in working with a wide range of provider products, services, with the ability to showcase your delivery in these areas.

This role offers a great opportunity to be a subject matter expert within your field, whilst expanding your knowledge and experience further. We can support you with:

Inheriting a diverse range of clients to allow you to broaden your skills and expertise.
Mentoring opportunities with Associate Planners and other junior members within the team.
Building a personal brand through Marketing/PR related activities.

We are a busy team, passionate about providing the best service and great outcomes to our clients. We are committed to developing our people, and this role will provide opportunities to enhance your skillset further through managing a diverse set of clients, mentoring opportunities with Associate Planners and other members of the team and other initiatives.

Location

We are looking for a Chartered Financial Planner to join our team in the London, Chichester or Fareham areas. These roles offer home-based working, alongside travel to the office or elsewhere for client meetings as required, allowing you to balance your personal responsibilities/interests and connect with your colleagues.

What you will do

Deliver exceptional client service: meet client demands, keep them up to date with progress, and engendering trust and respect.
Deliver financial plans and advice: in accordance with Progeny’s regulatory standards and rules, you will communicate financial plans and advice cohesively, ensuring client engagement and understanding, whilst working towards agreed activity targets.
Manage ongoing review processes: aligning all processes with client service agreements.
Maintain compliance: creating and maintaining compliant client files where all communication is documented correctly.
Provide intelligent and creative solutions: dealing with client issues in both a reactive and proactive manner.
Be a pioneer for Progeny: learn, understand, and successfully articulate all aspects of the firm’s financial planning proposition.

About you

To thrive in the role, you will be or have:

Diploma qualified in Financial Planning – you will possess a Diploma in Financial Planning, with an Advanced diploma being desirable as we hold Corporate Chartered status as a firm.

Substantial knowledge in key areas of financial planning and advice – including investment planning, pre/at retirement planning, personal and business protection, and estate planning.

A strong all-rounded Financial Services professional – proven experience within a full range of provider products, services, and capabilities, and has taken an active role in delivering them.

Client-centric – experience in building and maintaining excellent relationships both internally and externally, with previous experience within a client-advisory role for at least 2 years.

Please refer to our role profile to review the responsibilities and requirements of the position in more detail.

We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.

Benefits

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

About Progeny

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 to eliminate paperwork, 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 created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification.

We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.

Quick apply

Refine Your Search

financial adviser jobs in bedhampton, ham

Financial Planner

Office Administrator/Receptionist

Student Support Systems Administrator - Part Time

Accounts Team Assistant

Community Adviser

Apprentice Accounting Technician

Mortgage Administrator

Dealership Accountant

Financial Planning Associate - Fareham

Operations Resourcing and Capacity Manager

Mortgage Adviser

Digital Proposition Specialist

Finance Analyst (17 Month FTC)

Client Administrator - Fareham

Principal Specialist - Homes Strategy, Planning & Budget

Client Case Manager

Mortgage Administrator

Paraplanner

Finance Operations Accountant (FTC)

Employee Benefits Administrator

I want to receive the latest job alerts for financial adviser in bedhampton, ham

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