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The Progeny Group Limited · Posted Nov 6, 2026

Nottingham, Nottinghamshire, United Kingdom
Hybrid
Full-time · Associate

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Provide recommendations, financial analysis, technical and research support to Financial Planners to deliver excellent client service and outcomes. Act as a point of contact for clients and prepare client files.

Responsibilities

Conduct in-depth research and analysis to identify suitable solutions
Perform and present cashflow modelling scenarios to clients
Prepare suitability letters and reports for annual reviews and new business
Prepare tax calculations and financial plans for clients
Liaise with external companies to obtain information about existing and potential investments

Requirements

Level 4 Diploma in Financial Planning
Nice to have: Advanced Diploma in Financial Planning

Skills

Financial Services experience Understanding of financial advice FCA principles Regulatory standards Level 4 Diploma in Financial Planning Cashflow modelling

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