Wealth management Work, Jobs in Portchester, Ham (with Salaries)

Financial Planner
The Progeny Group Limited —Fareham
- Full-time
- Remote
- Employee assistance programme
- Referral programme
Quick apply
Wealth Restrictions Analyst
HSBC Global Services Limited —Fareham
- Full-time
- Analysis skills
8h
Talent Acquisition Advisor
Ageas —Eastleigh
- Up to £35,000 a year
- Full-time
- Continuous improvement
- Travel
- Recruiting
3d
Pension Administrator
Saltus —Fareham
- £28,000 - £30,000 a year
- Temporary
- Hybrid work
- Continuous improvement
- Organisational skills
- Time management
Quick apply
2d
Investment Managers Assistant
Charles Stanley —Southampton
- Full-time
- Microsoft Word
- Continuous improvement
- Team management
Events Lead
Eight Financial Advice —Whiteley
- Weekend availability
- Hybrid work
- Guest services
- Employee assistance programme
Quick apply
8d
Wealth planner - Wealth Management
Barclays —Southampton
- Financial services
Supply Chain & Logistics Insights Analyst
B&Q —Eastleigh
- Up to £50,000 a year
- Part-time
- Hybrid work
- Analysis skills
- Continuous improvement
- Annual leave
- Employee assistance programme
Senior Wealth Planner - Wealth Management
Barclays —Southampton
- Mentoring
- Financial services
Senior Project Manager
Parker Hannifin Corporation —Fareham
- Full-time
- Master's degree
- No degree
- Business
- Free parking
- Employee assistance programme
Business Development Manager - Regional Sales
Nationwide Platforms —Southampton
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Commercial Contract Specialist II
Parker Hannifin Corporation —Fareham
- Full-time
- Analysis skills
- Bachelor's degree
- Conflict management
- Free parking
- Employee assistance programme
Client Administrator
Evelyn Partners —Southampton
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
Quick apply
Charity Trustee
Fair Ways —Portsmouth
- Leadership
Quick apply
9d
Senior Paraplanner
RGH‑Global Limited —Southampton
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Director, Wealth Manager
Royal Bank of Canada —Winchester
- Full-time
- Business development
- Team management
- Financial services
Occupational Therapist
Fair Ways —Portsmouth
- Full-time
- Training & development
- Leadership
- Communication skills
- Annual leave
- Referral programme
Quick apply
Office Manager
Charles Stanley —Southampton
- Full-time
- Administrative experience
- Supervising experience
- Continuous improvement
Business Development Manager (Regional Sales)
Nationwide Platforms —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
2d
Paraplanner
RGH‑Global Limited —Bognor Regis
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills

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Financial Planner

The Progeny Group Limited -
Fareham

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

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

Quick apply

Refine Your Search

wealth management jobs in portchester, ham

Financial Planner

Wealth Restrictions Analyst

Talent Acquisition Advisor

Pension Administrator

Investment Managers Assistant

Events Lead

Wealth planner - Wealth Management

Supply Chain & Logistics Insights Analyst

Senior Wealth Planner - Wealth Management

Senior Project Manager

Business Development Manager - Regional Sales

Commercial Contract Specialist II

Client Administrator

Charity Trustee

Senior Paraplanner

Director, Wealth Manager

Occupational Therapist

Office Manager

Business Development Manager (Regional Sales)

Paraplanner

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