At a Glance
- Tasks: Manage high-net-worth client portfolios and deliver intelligent financial solutions.
- Company: Progeny is based in Fareham, England, focusing on exceptional client service.
- Benefits: Opportunities for personal growth and mentoring with a home-based working model.
- Other info: This role involves both remote work and client meetings.
- Why this job: Join a team dedicated to building long-term relationships with clients.
- Qualifications: Candidates must hold a Diploma in Financial Planning and ensure regulatory compliance.
The predicted salary is between 60000 - 80000 £ per year.
Progeny is seeking a Chartered Financial Planner to join our team in Fareham, England. In this role, you will be a key player in managing high-net-worth client portfolios, emphasizing exceptional service and long-term relationships.
The ideal candidate should hold a Diploma in Financial Planning, with a focus on delivering intelligent financial solutions and compliance with regulatory standards. Opportunities for personal growth and mentoring are available, with a home-based working model complemented by client meetings.
Remote Chartered Financial Planner for High Net Worth in Fareham employer: Progeny
Progeny offers a unique opportunity to work remotely while managing high-net-worth portfolios. Located in Fareham, the company prioritises exceptional service and long-term client relationships. The team fosters personal growth and provides mentoring opportunities.
