Financial Planner
Progeny
Financial Planner
DescriptionProgeny is entering an exciting phase of growth and succession, which has led to the acquisition of The Fry Group. Together, we offer wealth management and financial advice, with offices in the UK and internationally (United Arab Emirates, Singapore, Hong Kong and Belgium).
\nAs part of this growth, we are looking for a Financial Planner to join our team in Belgium. As a Financial Advisor, you will manage a portfolio of clients, providing them with sound financial advice in line with FSMA rules and Company procedures. Offering intelligent and creative solutions to client issues, and communicating financial plans and advice concisely, you will ensure excellent client outcomes are consistently achieved and deliver exceptional levels of client service.
Key Responsibilities\nMeet Clients’ demands, keeping them up to date with progress and engendering trust and respect, actively promoting the TCF initiative.\nAssist in the delivery of independent financial plans and advice in accordance with Progeny’s regulatory standards and rules.\nCommunicate financial plans and advice in a simple and concise way, ensuring engagement and understanding with clients.\nAssist in the provision and implementation of suitable private client financial advice to meet and/or exceed agreed activity targets.\nManage ongoing reviews in line with client service agreements.\nProvide intelligent and creative solutions to Client issues both reactively and proactively.\nLearn, understand and be able to successfully articulate all aspects of the firm’s financial planning proposition.\nComplete Continuous Professional Development to meet regulatory requirements, obtain annual CPD and personal development needs. \n
Skills, Knowledge and Requirements\nDiploma in Financial Planning (Advanced Diploma in Financial Planning is desirable).\nPCP or RD qualified with the FSMA Belgian regulator (or be able to take these exams which are available in French, Dutch or possibly English). These exams must be passed within 9 months of starting the position. \nProven experience in paraplanning or a technical role gained within an advisory practice.\nProven experience using and delivering a full range of provider products, services, and capabilities with experience of delivering them. \nExperience in a client-facing role, skilled in building and maintaining excellent client and internal relationships, within all parts of the business.\nAbility to speak English fluently.\nAn understanding of French or Dutch.\nDegree in Finance or a relevant field from an accredited institution (desirable).\nHold an EU passport (if not visa requirements can be discussed).\nPlease refer to our job description to review the responsibilities and person specification in more detail.
\nWe reserve the right to close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
Benefits\nEmployee pension scheme\nAmbulatory health cover \nMeal vouchers\nEco cheques \nWorking from home allowance\nHybrid working (3 days in office)\nMobile phone\n
Department: Wealth
Employment Type: Full Time
Location: Brussels, Belgium
Compensation: €50,000 - €80,000 / year plus bonus
DescriptionProgeny is entering an exciting phase of growth and succession, which has led to the acquisition of The Fry Group. Together, we offer wealth management and financial advice, with offices in the UK and internationally (United Arab Emirates, Singapore, Hong Kong and Belgium).
\nAs part of this growth, we are looking for a Financial Planner to join our team in Belgium. As a Financial Advisor, you will manage a portfolio of clients, providing them with sound financial advice in line with FSMA rules and Company procedures. Offering intelligent and creative solutions to client issues, and communicating financial plans and advice concisely, you will ensure excellent client outcomes are consistently achieved and deliver exceptional levels of client service.
Key Responsibilities\nMeet Clients’ demands, keeping them up to date with progress and engendering trust and respect, actively promoting the TCF initiative.\nAssist in the delivery of independent financial plans and advice in accordance with Progeny’s regulatory standards and rules.\nCommunicate financial plans and advice in a simple and concise way, ensuring engagement and understanding with clients.\nAssist in the provision and implementation of suitable private client financial advice to meet and/or exceed agreed activity targets.\nManage ongoing reviews in line with client service agreements.\nProvide intelligent and creative solutions to Client issues both reactively and proactively.\nLearn, understand and be able to successfully articulate all aspects of the firm’s financial planning proposition.\nComplete Continuous Professional Development to meet regulatory requirements, obtain annual CPD and personal development needs. \n
Skills, Knowledge and Requirements\nDiploma in Financial Planning (Advanced Diploma in Financial Planning is desirable).\nPCP or RD qualified with the FSMA Belgian regulator (or be able to take these exams which are available in French, Dutch or possibly English). These exams must be passed within 9 months of starting the position. \nProven experience in paraplanning or a technical role gained within an advisory practice.\nProven experience using and delivering a full range of provider products, services, and capabilities with experience of delivering them. \nExperience in a client-facing role, skilled in building and maintaining excellent client and internal relationships, within all parts of the business.\nAbility to speak English fluently.\nAn understanding of French or Dutch.\nDegree in Finance or a relevant field from an accredited institution (desirable).\nHold an EU passport (if not visa requirements can be discussed).\nPlease refer to our job description to review the responsibilities and person specification in more detail.
\nWe reserve the right to close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
Benefits\nEmployee pension scheme\nAmbulatory health cover \nMeal vouchers\nEco cheques \nWorking from home allowance\nHybrid working (3 days in office)\nMobile phone\n
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