Progeny Planner Academy 2027 Talent Pool

Start your journeytodayto becomea Financial Planner,with the Progeny Planner Academy

The ProgenyPlannerAcademy wasestablishedtoprovide a structured career path for talented individuals who are looking to forge a new career as a Financial Planner.

Associate Financial Planners are supported and developed over a 12-month period, gaining the necessary knowledge,skillsandcommercial acumenfor the role.

The programmeis delivered by a team of experts,usinga combination of in person workshops, webinars and digital learning whicharedesigned to increase confidence,capabilityand competence. Mentors areassignedto our Associateson day oneof the programmeand there is considerable time built into the programme to practice with colleagues and trainers to help embed the skills learned.

Each pathway isstructured, yet personal, to ensure we can maximise the full potential and individual characteristics of all Academy members on their unique journeys.

A careeras a Financial Plannercan be extremely rewarding, whether you are new toProgeny with no industry qualifications,or already part/fully qualified we'dlove to hear from you.

Click apply to register your interest in our Planner Academy for 2027 and join our talent pool. To find out more email: planneracademy@theprogenygroup.com.

What you will be doing

Financial Planning & Advice:Deliver financial plans and advice to clients in accordance with Progeny’s regulatory standards and rules.

Client Service:Provide clients with a high level of service and ensure client reviews are completed in accordance with the service proposition.

Business Development:Continue to develop client-facing skills and create new business opportunities to support the growth of the business.

Compliance & Professional Standards:Complete Continuous Professional Development to meet regulatory requirements and personal development needs.

Performance & KPIs:Work towards the set KPIs in terms of quality of work, compliance standards, and advice revenue expectations.

Knowledge & Ethics:Develop appropriate technical and market awareness knowledge.

About you

Qualifications:Minimum of the CII R01 and R05 exams passed prior to commencing the programme.

Professional Conduct:Display a professional approach to work and colleagues, including professional appearance, respect for individuals, integrity, and ethical conduct.

Skills & Qualities:Be able to work under pressure to meet deadlines, ensuring accuracy and high levels of attention to detail at all times. Demonstrate strong organisational and communication skills with the ability to work collaboratively as part of a team, building and maintaining relationships and working closely within guidelines.

Personal Development:Demonstrate drive and commitment to self-development.

Benefits

• 30 days holiday plus public holidays
• 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you.
• 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
• Enhanced family leave
• Referral scheme

Application Process

• CV & Cover letter submission (your cover letter should explain why you want to become a Financial Planner, highlighting any relevant transferable skills)
• Informal call
• Formal interview
• Predictive Index Behavioural & Cognitive Exercises
• Presentation preparation
• Assessment day (competency-based interview, presentation & role play)

About us

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. 

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