Progeny in Aberdeen 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 client service from a home-based setup with occasional travel for meetings.
You will build strong client relationships, advise on investments, retirement, protection and estate planning, and demonstrate your Advanced Diploma in Financial Planning while upholding Progeny’s standards.
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Senior Chartered Financial Planner — Remote with HNW Clients 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.
