Description

Key Responsibilities

• Meet clients’ demands, keeping them up to date with progress and engendering trust and respect.
• Assist in the delivery of independent financial plans and advice in accordance with Progeny’s regulatory standards and rules.
• Communicate financial plans and advice in a simple and concise way, ensuring engagement and understanding with clients.
• Assist in the provision and implementation of suitable private client financial advice to meet and/or exceed agreed activity targets.
• Manage ongoing reviews in line with client service agreements.
• Provide intelligent and creative solutions to client issues both reactively and proactively.
• Learn, understand and be able to successfully articulate all aspects of the firm’s financial planning proposition.
• Complete Continuous Professional Development to meet regulatory requirements, obtain annual CPT/CPD and personal development needs.
• Act as an ambassador for Progeny, using your established network or building relevant connections as part of a business development strategy.

Skills, Knowledge and Expertise

• Financial planning qualifications to the standard of the CII’s Diploma in Financial Planning (Advanced Diploma in Financial Planning is desirable).
• The relevant local regulatory exams in Hong Kong to be able to provide investment and insurance advice.
• Proven experience in paraplanning or a technical role gained within an advisory practice.
• Proven experience using and delivering a full range of provider products, services, and capabilities with experience of delivering them.
• Experience in a client-facing role, skilled in building and maintaining excellent client and internal relationships, within all parts of the business.
• Degree in Finance or a relevant field from an accredited institution (desirable).

Benefits

• 30 days holiday plus public holidays
• Wellbeing day
• Birthday holiday
• Volunteering day
• Private medical insurance, 24/7 digital GP and health advice
• Employee assistance programme providing support for your mental and physical health
• Group pension scheme
• Life assurance scheme
• Family leave
• Hybrid working
• Referral scheme

About Progeny