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 Today
Financial Planning Today is an exceptional employer, offering a dynamic work environment in the heart of London at Chancery Lane. With a strong emphasis on professional development, employees benefit from ongoing training and mentorship opportunities, fostering growth within the wealth and investment sectors. The collaborative culture encourages initiative and innovation, making it a rewarding place for those looking to make a meaningful impact in financial planning.
