Progeny is seeking a Chartered Financial Planner to join our expert team in the UK. You will inherit a diverse portfolio of HNW and VHNW clients, delivering high-quality financial planning solutions with outstanding service.
The role combines client relationship management with delivering tailored financial plans in a home-based setting, with travel to client meetings as required. You will provide intelligent solutions, ensure regulatory standards are met, and contribute to Progeny’s growth by
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Chartered Financial Planner – Elite Client Wealth Strategy employer: Progeny
Progeny is an exceptional employer that fosters a high-performing, development-focused culture, particularly for the Wealth Operations Manager role. With flexible working options across our South offices, we prioritise employee growth through coaching and feedback, while ensuring a supportive environment that champions innovation and operational excellence. Our commitment to continuous improvement and strong team collaboration makes Progeny a rewarding place to build a meaningful career.
