Personal wealth adviser Work, Jobs in Southampton, Ham (with Salaries)

Financial Planner
The Progeny Group Limited —Fareham
- Full-time
- Remote
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Reward Analyst
Quilter —Southampton
- Full-time
- Microsoft Excel
- Microsoft Office
- Financial services
Customer Service Administrator
Quilter —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
Trusts Solicitor/Executive
Clarke Willmott LLP —Southampton
- Tax experience
10d
Finance Change Analyst (18 Month FTC)
Quilter —Southampton
- Full-time
- Data analysis skills
- Communication skills
4d
Finance Analyst (12 Month FTC)
Quilter —Southampton
- Full-time
5d
Trainee Pensions Administrator
Lane Clark & Peacock —Winchester
- Hybrid work
- Communication skills
- Office experience
- Annual leave
- Employee discount
Customer Operations Technician
Quilter —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
Product Analyst
Quilter —Southampton
- Full-time
- Hybrid work
- Agile
- Financial services
- Communication skills
Vulnerability Management Specialist
Quilter —Southampton
- Full-time
- Azure
Java Developer
Brunswick Corporation —Southampton
- Full-time
- Java
- JavaScript
- Travel
Paraplanner
Benchmark Capital —Winchester
- Full-time
- Microsoft Office
- IT
- Communication skills
HR Risk and Governance Advisor
Quilter —Southampton
- Full-time
- Financial services
- Communication skills
Technology Project Manager
Quilter —Southampton
- Full-time
- Analysis skills
- Project management
- Software development
Infrastructure Security Engineer
Quilter —Southampton
- Full-time
- Microsoft Access
- Azure
- IT
11d
Infrastructure Technical Engineer
Quilter —Southampton
- Full-time
- Azure
- Continuous improvement
- Communication skills
11d
Audit Senior
Saffery —Bournemouth
- Full-time
- Hybrid work
- Microsoft Excel
- Supervising experience
- Travel
- Profit sharing
- Annual leave
Pensions Actuarial Consultant (Winchester)
Lane Clark & Peacock —Winchester
- Hybrid work
- Supervising experience
- Communication skills
- Annual leave
- Employee discount
Business Development Manager (Advised Platform)
LV= Life & Pensions —Bournemouth
- Sales
- Business development
- Employee assistance programme
- Employee discount

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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

personal wealth adviser jobs in southampton, ham

Financial Planner

Reward Analyst

Customer Service Administrator

Trusts Solicitor/Executive

Finance Change Analyst (18 Month FTC)

Finance Analyst (12 Month FTC)

Trainee Pensions Administrator

Customer Operations Technician

Product Analyst

Vulnerability Management Specialist

Java Developer

Paraplanner

HR Risk and Governance Advisor

Technology Project Manager

Infrastructure Security Engineer

Infrastructure Technical Engineer

Audit Senior

Pensions Actuarial Consultant (Winchester)

Business Development Manager (Advised Platform)

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