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Financial Planner Academy Associate; Hybrid

Job in Worthing, West Sussex, BN91, England, UK
Listing for: Progeny
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
Position: Financial Planner Academy Associate (Hybrid)
A financial services firm is looking for Associate Financial Planners based in the UK. This role involves delivering financial plans and advice, maintaining high client service standards, and developing professional skills in a hybrid working environment. Candidates must have passed the CII R01 and R05 exams prior to joining the Planner Academy. Benefits include up to 30 days of holiday, private medical insurance, an employee assistance program, and a group pension scheme.
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Position Requirements
10+ Years work experience
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