About this role
Financial Planner (Virtual) at The Progeny Group Limited. Location: Cambridge, United Kingdom. Role: advising clients, preparing reports, creating models Requirements: Level 4 Diploma in Financial Planning, paraplanning and client-facing advisory experience, cash flow modelling and research tool experience, strong Microsoft skills, FCA conduct knowledge. Category: Finance Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Teams Certifications: level 4 diploma in financial planning, advanced diploma in financial planning, chartered status (desirable) Commitment: Full Time Workplace: Hybrid Languages: English