{"id":4322232,"url":"https://alion.io/job/the-progeny-group-financial-planner","title":"Financial Planner","company":{"id":98873,"name":"The Progeny Group","domain":"theprogenygroup.com","url":"https://alion.io/company/theprogenygroup","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"BambooHR","truth_index":null},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Worthing, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-02-11T00:00:00Z","employer_posted_date":"2026-02-11","last_verified_at":"2026-11-14T21:01:15Z","board_verified":true,"closed_at":null,"days_open":276,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":276},"description":"The opportunity\nWe are looking for a Chartered Financial Planner to join our growing team.\nWorking 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.\nYou 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.\nYou will provide intelligent, creative solutions to client issues, communicate financial plans and advice concisely, enabling your clients to reach their goals for the future.\nWe 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 and services, with the ability to showcase your delivery in these areas.\nThis 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:\nInheriting a diverse range of clients to allow you to broaden your skills and expertise. \nMentoring opportunities with Associate Planners and other junior members within the team. \nBuilding a personal brand through Marketing/PR related activities. \nWe 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.\nLocation\nThese 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.\nWhat you will do\nDeliver exceptional client service:meet client demands, keep them up to date with progress, and engendering trust and respect. \nDeliver 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. \nManage ongoing review processes:aligning all processes with client service agreements. \nMaintain compliance:creating and maintaining compliant client files where all communication is documented correctly. \nProvide intelligent and creative solutions:dealing with client issues in both a reactive and proactive manner. \nBe a pioneer for Progeny:learn, understand, and successfully articulate all aspects of the firm’s financial planning proposition.\nAbout you\nTo thrive in the role, you will be or have:\nDiploma 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.\nSubstantial knowledge in key areas of financial planning and advice -including investment planning, pre/at retirement planning, personal and business protection, and estate planning.\nA 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.\nClient-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.\nPlease refer to our role profile to review the responsibilities and requirements of the position in more detail.\nWe may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.\n\nBenefits\n30 days holiday plus public holidays\n3 days of celebratory leave (for your birthday, wellbeing, volunteering, or other celebratory events important to you)\nEnhanced family leave\nPrivate medical insurance, 24/7 digital GP and health advice\nEmployee assistance programme providing support for your mental and physical health\nGroup pension scheme\nLife assurance scheme\nEyecare vouchers\nReferral scheme","description_format":"text","description_chars":4380,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Health insurance","Parental leave","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Legal Services","Tax Advisory & Preparation"],"lifecycle":[{"event":"open","at":"2026-11-14T21:01:15Z"}],"visa":[],"liveness":{"score":4,"band":"cold","label":"Long shot","p_open":1,"p_active":0.143,"p_room":0.28,"age_days":276,"expected_fill_days":35,"reasons":["conf:1","win:tail","crowd:"],"computed_at":"2026-11-14T22:45:49Z"},"pay":null,"html_url":"https://alion.io/job/the-progeny-group-financial-planner","json_url":"https://alion.io/job/the-progeny-group-financial-planner.json","meta":{"generated_at":"2026-11-14T22:45:49Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":30027,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":98873},"rest":"https://alion.io/mcp/rest/get_company?id=98873"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fthe-progeny-group-financial-planner"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fthe-progeny-group-financial-planner"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fthe-progeny-group-financial-planner"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/the-progeny-group-financial-planner\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fthe-progeny-group-financial-planner"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4322232}},{"tool":"search_jobs","arguments":{"company":"theprogenygroup.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4322232},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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