Progeny seeks a Chartered Financial Planner to join a growing team. You will nurture relationships with HNW/VHNW clients, manage portfolios, and provide tailored financial advice while upholding Progeny’s high service standards.
With an Advanced Diploma in Financial Planning, you will demonstrate delivery across investment, retirement, protection, and estate planning, supporting colleagues and mentoring junior staff where possible.
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Chartered Financial Planner - Remote, Elite Clientele employer: Financial Planning Firm
Join a forward-thinking financial planning firm that prioritises your success and offers unparalleled flexibility with fully remote work options. Enjoy tax-free first-year earnings, robust internal support for client interactions, and a clear pathway for career advancement, all while working from anywhere in the world. With a strong emphasis on professional development and a collaborative culture, this is an exceptional opportunity for experienced financial advisers looking to thrive in a rewarding environment.
