Chartered Financial Planner – Elite Client Advisory (Remote)

The Progeny Group; Aberdeen City; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

30 days holiday plus public holidays

3 celebratory leave days

Enhanced family leave

Private medical insurance

24/7 digital GP and health advice

Employee assistance programme

Group pension scheme

Life assurance scheme

Eyecare vouchers

Referral scheme

Job summary

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.

Qualifications

• Diploma in Financial Planning is required, Advanced Diploma desirable.
• Extensive knowledge of provider products and services.
• Client-centric approach with at least 2 years in a client-advisory role.
• Strong grasp of investment, retirement, protection and estate planning.

Responsibilities

• Deliver exceptional client service, meet client needs and build trust.
• Present and communicate financial plans and advice aligned with standards.
• Manage ongoing review processes and client service agreements.
• Maintain compliant client files with complete documentation.
• Provide intelligent and creative solutions to client issues.
• Articulate Progeny’s financial planning proposition clearly.

Skills

Investment planning

Retirement planning

Personal protection

Business protection

Estate planning

Education

Diploma in Financial Planning

Advanced Diploma in Financial Planning

Job description

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.