About Us
Progeny is a professional advisory firm providing integrated financial and legal services for private clients, businesses, family offices and charities.
Everyone is an individual and we take care in building successful relationships providing the highest quality service. We believe in accountability and personal commitment and always seek to do the right thing for clients, team members and community.
We are proud to be Progeny. Our unique blend of financial and legal expertise nurtures wealth– for today, for tomorrow and for generations to come.
Job Purpose
Progeny are currently entering an exciting phase of growth and succession, which has in turn led to an investment in the expansion of the Wealth Team. As a Paraplanner you will support the firm’s Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
Key Responsibilities & Accountabilities *
· Support the Financial Planners in research and analysis to meet client needs and objectives.
· Prepare client financial plans and suitability reports/letters for Financial Planners – including annual review, new business or ad hoc advice reports.
· Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended.
· Manage the presentation of technical data to the Financial Planners.
· Compile cashflow models when required as part of the advice process.
· Attend client meetings with Financial Planners as required, present cashflow to clients as required.
· Provide the client with a positive professional experience, offering qualified knowledge and ongoing assistance.
· Maintain up to date product and technical knowledge.
· Maintain all standards of performance as required by the firm.
· Develop and maintain internal relationships within all parts of the business.
· Promote the profile of the business within the profession and wider communities.
Complete Continuous Professional Development to meet regulatory requirements and personal development needs.
Person Specification
Qualifications
· Minimum academic qualification is Diploma.
· CII, CFA qualifications are advantageous not essential.
· CMFAS Examinations (Capital Market and Financial Advisory Service)/AFC (Associate Financial Consultant) is desirable, or keen to work toward Chartered Status.
Experience
· Proven experience in a paraplanning role gained within an advisory practice.
Knowledge
· Overall knowledge of key areas of financial planning and advice - including investment planning, pre/at retirement planning, personal and business protection; and estate/Inheritance Tax planning.
· A good understanding of technical calculations and be confident to work on these independently e.g. bond chargeable gains, pension carry forward etc.
· Understand and apply relevant regulatory suitability requirements.
Skills & Qualities
· Ability to interpret complex planning into clear, concise and personalised reports.
· Strong report writing skills with a clear understanding of styles, grammar, punctuation, avoidance of jargon and an understanding of the audience.
· Excellent IT skills, especially in Word and Excel.
· Ability to calculate figures and compile data accurately, with a strong attention to detail.
· Ability to understand and interpret a cash flow forecast and summarise the key points.
· Well organised and able to efficiently work to deadlines.
· An effective team player, willing to aid in the development of less experienced members of the team by sharing knowledge.
· Willing to continue building and refreshing technical knowledge on an ongoing basis.
Possess the confidence to question advice where needed and collaborate with the financial planners to reach the best solution for the client.
Progeny’s Values
Progeny are driven by our values; they are what collectively unite us and ensure the success of our mission “to be the most trusted professional advisory firm in the UK and beyond”.
· Group wisdom
· Empowering others
· Agility
· Social responsibility
· Long-term thinking
