At a Glance
- Tasks: Deliver high-quality financial planning and nurture relationships with HNW clients.
- Company: Progeny, a growing firm known for premium service standards.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for mentoring and contributing to the firm's growth.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Chartered Financial Planner status and strong client relationship skills.
The predicted salary is between 63000 - 77000 £ per year.
Progeny is seeking a Chartered Financial Planner to join our growing team in the UK.
You will inherit a diverse portfolio of HNW clients and deliver high-quality financial planning while upholding our premium service standards.
As a subject matter expert, you will nurture client relationships, provide clear financial plans, manage reviews and compliance, and contribute to the firm’s knowledge and growth through mentoring and professional development.
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Remote Chartered Financial Planner for HNW Clients employer: Progeny
Progeny is an excellent employer that values detail-oriented professionals and fosters a collaborative work culture in Nottingham. With a strong commitment to employee growth, we offer ongoing training and development opportunities, ensuring our team members thrive in their careers while making a meaningful impact in trust administration. Join us to be part of a dedicated team that prioritises client relationships and compliance, all within a supportive environment.
