At a Glance
- Tasks: Deliver exceptional financial advice and service to high-net-worth clients.
- Company: Reputable financial services firm with a focus on client relationships.
- Benefits: Remote work, professional growth opportunities, and mentoring.
- Other info: Flexible working with travel for client meetings.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Diploma in Financial Planning and strong client relationship management experience.
The predicted salary is between 54000 - 66000 £ per year.
A financial services firm in the UK is seeking a Chartered Financial Planner to join its team.
The role involves delivering exceptional client service and providing financial advice to a diverse portfolio of high-net-worth clients.
Candidates should have a Diploma in Financial Planning, strong experience in client relationship management, and substantial knowledge in investment and estate planning.
This position offers home-based working with travel for client meetings, and provides opportunities for professional growth and mentoring. #J-18808-Ljbffr
Senior Chartered Financial Planner – HNW Clients, Remote in Chichester employer: The Progeny Group Limited
The Progeny Group Limited is an exceptional employer, offering a dynamic work culture that fosters professional growth and development. As a Financial Planner in the Cambridge area, you will enjoy a supportive environment with mentoring opportunities, a balanced remote hybrid work model, and the chance to advance your qualifications while managing a dedicated client panel.
