The Progeny Group is seeking a Chartered Financial Planner to join our growing team. You will inherit a diverse portfolio of HNW and VHNW clients and deliver tailored financial planning and advice with a focus on exceptional service.
You will nurture client relationships, manage portfolios effectively, and use your Advanced Diploma in Financial Planning to showcase expertise across investments, retirement, protection and estates, while collaborating with mentors and colleagues to grow your
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Chartered Financial Planner – HNW Client Portfolio & Mentoring in Perth 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.
