Chartered Financial Planner – HNW Clients, Home-Based

Chartered Financial Planner – HNW Clients, Home-Based

Full-Time On-site
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Progeny in the United Kingdom is seeking a Chartered Financial Planner to join our growing team. You will inherit a diverse portfolio of HNW and VHNW clients and deliver high-quality financial planning solutions while maintaining excellent client relationships.

Based in a flexible home-based role with travel to the office or client meetings, the successful candidate will hold an Advanced Diploma in Financial Planning, demonstrate experience across provider products, and contribute to Progeny’s

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Chartered Financial Planner – HNW Clients, Home-Based 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.

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Contact Details:

Progeny Recruitment Team