Key Financial Planner Role
2 days ago
About Us
Progeny (SG) PTE. LTD., a professional advisory firm, offers integrated financial and legal services to private clients, businesses, family offices, and charities.
We foster successful relationships by providing high-quality service, promoting accountability, and personal commitment.
We strive to do the right thing for our clients, team members, and community.
Our Mission
To be the most trusted professional advisory firm in the UK and beyond.
Job Purpose
The Progeny Wealth Team is expanding, and we seek an experienced Paraplanner to support our Financial Planners in creating quality financial planning reports and conducting research on financial strategies, plans, and products.
Key Responsibilities:
1. Assist Financial Planners in researching and analysing client needs and objectives.
2. Prepare client financial plans, suitability reports, and letters for Financial Planners.
3. Manage technical data presentation for Financial Planners.
4. Compile cash flow models as required during the advice process.
5. Attend client meetings with Financial Planners and present cash flow forecasts as necessary.
6. Provide exceptional client experience, offering qualified knowledge and ongoing assistance.
7. Maintain up-to-date product and technical knowledge.
8. Adhere to all performance standards set by the firm.
9. Develop and maintain internal relationships within the business.
10. Promote the company's profile within the profession and wider communities.
Person Specification:
1. Minimum Diploma academic qualification.
2. CII or CFA qualifications are advantageous but not essential.
3. CMFAS Examinations or AFC (Associate Financial Consultant) is desirable, or keen to work towards Chartered Status.
Experience:
Proven experience as a paraplanner in an advisory practice.
Knowledge:
Familiarity with key areas of financial planning, including investment planning, pre/at retirement planning, personal and business protection, estate/Inheritance Tax planning.
Strong understanding of technical calculations and ability to work independently on these tasks.
Ability to apply relevant regulatory suitability requirements.
Skills & Qualities:
Excellent report writing skills with clear understanding of styles, grammar, punctuation, and audience awareness.
Strong IT skills, particularly in Word and Excel.
Ability to calculate figures, compile data accurately, and maintain attention to detail.
Effective communication and interpersonal skills.
Estimated Salary Range: $50,000 - $70,000 per annum based on location and experience.
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