Investment associate Work, Jobs in Botley, Ham (with Salaries)

Financial Planner
The Progeny Group Limited —Fareham
- Full-time
- Remote
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Assistant Professor/Associate Professor in Management
University of Southampton —Southampton
- Full-time
- Business
11d
Assistant Professor/Associate Professor in Marketing
University of Southampton —Southampton
- Full-time
- Business
11d
Associate Dentist
mydentist —Fareham
- IT
- Sick pay
Quick apply
Sales Consultant
Gattaca —Fareham
- £28,000 - £36,000 a year
- Full-time
- Sales
- Communication skills
Assistant Professor/Associate Professor in Business (Accounting)
University of Southampton —Southampton
- Full-time
- Accounting
- Business
- Accounting
11d
Assistant Professor/Associate Professor in Data Science
University of Southampton —Southampton
- Full-time
- Machine learning
- AI
11d
Recruitment Account Manager - International Defence
Gattaca —Fareham
- £29,000 - £35,000 a year
- Full-time
4d
Sales Consultant - Procurement Contract
Gattaca —Fareham
- £28,000 - £35,000 a year
- Full-time
- Sales
- Communication skills
4d
Assistant Professor/Associate Professor in Business (Finance)
University of Southampton —Southampton
- Full-time
- Business
11d
Associate/ Assistant Professor in Economics
University of Southampton —Southampton
- Full-time
- University
- Bachelor's degree
- Teaching
7d
Assistant Professor/Associate Professor in Computer Science
University of Southampton —Southampton
- Full-time
- Machine learning
- AI
11d
Associate Executive Director: Commercial Operations
Royal Navy Museums —Portsmouth
- £65,515 - £72,248 a year
- Full-time
- Hybrid work
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
Audit Senior
Azets —Southampton
- Full-time
- Annual leave
- Referral programme
Quick apply
Graduate Construction Project Manager - Southampton or Basingstoke
AECOM —Southampton
- Full-time
- Hybrid work
- Engineering
- Master's degree
- Project management
Associate Solicitor - Public Law & Human Rights
Irwin Mitchell —Southampton
- Analysis skills
- Organisational skills
- Care plans
Associate Project Manager
AECOM —Southampton
- Full-time
- Hybrid work
- Organisational skills
- Contracts
- Communication skills
Director of Partnerships, EMEA
Linnworks —Chichester
- Business development
- Leadership
- Communication skills
- Employee assistance programme
- Life insurance
9d
Associate Partner Manager, EMEA (Manchester Based)
Linnworks —Chichester
- Business development
- Communication skills
- Employee assistance programme
- Life insurance
9d
Enterprise Architect
IWT PHU Single Corporate Service —Portsmouth
- £57,528 - £64,750 a year
- Computer skills
- Leadership
Quick apply

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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
Mentoring
Financial services

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

investment associate jobs in botley, ham

Financial Planner

Assistant Professor/Associate Professor in Management

Assistant Professor/Associate Professor in Marketing

Associate Dentist

Sales Consultant

Assistant Professor/Associate Professor in Business (Accounting)

Assistant Professor/Associate Professor in Data Science

Recruitment Account Manager - International Defence

Sales Consultant - Procurement Contract

Assistant Professor/Associate Professor in Business (Finance)

Associate/ Assistant Professor in Economics

Assistant Professor/Associate Professor in Computer Science

Associate Executive Director: Commercial Operations

Audit Senior

Graduate Construction Project Manager - Southampton or Basingstoke

Associate Solicitor - Public Law & Human Rights

Associate Project Manager

Director of Partnerships, EMEA

Associate Partner Manager, EMEA (Manchester Based)

Enterprise Architect

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