The Progeny Group is seeking a Chartered Financial Planner to join our expanding team. Inherit a diverse, high‑net‑worth client base and deliver top-tier financial planning, maintaining exceptional client service and enduring relationships.
You will provide comprehensive advisory services across investments, retirement and protection, while mentoring teammates and contributing to our market-leading proposition. Home-based with travel to client meetings and offices as required.
#J-18808-Ljbffr
Chartered Financial Planner – Elite Client Advisory (Remote) employer: The Progeny Group
As a Tax Manager at our firm, you will thrive in a supportive and collaborative work culture that prioritises employee growth and development. With hybrid working options available in our Leeds, Worthing, or Exeter offices, you will enjoy a flexible work-life balance while delivering high-quality personal tax compliance services to a diverse portfolio of high-net-worth clients. Our commitment to excellence is matched by our dedication to fostering strong client relationships and providing ongoing training for junior team members, making this an ideal environment for those seeking meaningful and rewarding employment.
