Elite Chartered Financial Planner for HNW Clients in Perth

Elite Chartered Financial Planner for HNW Clients in Perth

Perth Full-Time On-site
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Progeny is seeking a Chartered Financial Planner to join our growing team. You will inherit a diverse portfolio of HNW and VHNW clients, delivering high-quality financial planning and exceptional service while maintaining strong client relationships.

You will work with an established team, providing intelligent solutions, client-focused plans, and clear communication of advice. Home-based with travel to meetings, with mentoring opportunities as you grow expertise within Progeny.

Elite Chartered Financial Planner for HNW Clients in Perth 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