Planner Academy
Our vision is to develop and support the next generation of trusted Financial Planners.
Discover a career with purpose
If you have ever considered becoming a financial planner, the Progeny Planner Academy may be exactly what you’re looking for.
Our training program will equip you with the essential skills, knowledge and confidence to launch a successful career in financial planning, in one of the UK’s premier independent advisory firms.
Whether you’re a university graduate looking at your first career move, returning to the workplace after a career break or at a crossroads in your current job and seeking a fresh challenge, a career in financial planning is both rewarding and purposeful.
Here’s why you might want to join Progeny as a Planner, and what sets us apart from other firms.
- Chartered financial planning firm of the year
We are delighted to report that Progeny Wealth has won Chartered Financial Planning Firm of the Year at the PFS Awards 2025/26. - National presenceÂ
With offices up and down the United Kingdom we have a wide geographical presence. - Independent advice
As an independent advisory firm, our planners provide clients with comprehensive advice, offering solutions from across the entire market.
Applications now open
Join the 2026 academy
The benefits of joining Progeny’s planner academy
Take the first step
Our program of learning is based on a 12-month pathway designed to fully prepare you for a career in financial planning. By the end of the program, you will have gained the qualifications, skills and competence necessary to enjoy a rewarding career at Progeny.
You will be a full-time employee from day one, and receive a competitive salary and benefits package, throughout your initial training and beyond. Progeny will also fully fund your training, study materials and exam fees.
As a chartered financial planner firm, we encourage all our planners to strive for excellence, and we will support you on your pathway to achieve chartered status.
“True financial planning goes beyond theory – The Progeny Academy offers a wealth of skills and development opportunities provided by a range of experts, including experienced Financial Planner mentors. The structured pathway is designed to build your skills and confidence, and ultimately, master the craft of financial planning”
Cameron Clark
Financial Planner
I wanted to become a financial planner so that I could help guide clients through some of life’s most important decisions. I see our role as helping to make the stressful, stress-free and the complex, simple.
How to apply
Each year, our academy team offers a set number of Associate Financial Planner positions available for the next Academy cohort. Â Applications are welcomed both internally and externally. Full details along with the role descriptions are advertised on our Progeny careers page.
01
Prepare and submit your application
As part of the application process, we ask you to submit both a CV and a cover letter explaining why you want to become a financial planner, highlighting any relevant transferable skills. To submit your application, go to our careers page linked here.
*Please note applications will only be reviewed once the application window is closed so do not worry if you don’t hear back from us right away.
02
Informal meeting
After our application window has closed, your CV and Cover Letter will be reviewed against our enrolment criteria and successful applicants will be invited to an informal, online interview lasting around 20-30 minutes.
03
Formal interview
Assuming you meet the enrolment criteria, your formal online interview will explore your application in more detail, covering your motivations for the career move and this is also an opportunity for you to ask any questions you have about the role or the program.
04
Presentation preparation
You will be asked to prepare a presentation in readiness for the assessment day. The presentation will be based on you and what you can bring to the role of financial planner at Progeny, and full details will be provided at the time
05
Assessment Day
The assessment day is split into 3 parts. A competency-based interview, presentation and role play client scenario. They are designed to evaluate your communication style, interpersonal skills and natural aptitude for the role. Applicants will be provided with any materials needed on the day.
The vision for the Progeny Academy is for us to develop and support the next generation of professional and trusted planners in their careers, to ensure that we continue to deliver a client experience that always exceeds their expectations.
