Chartered Financial Planner – Elite Client Wealth Strategy

Progeny; Greater London, Chichester, Fareham; Hybrid; GBP 70,000 - 120,000; Full time

Benefits offered by this job

Private medical insurance

Group pension scheme

Life assurance

Eyecare vouchers

Referral scheme

Job summary

Progeny is seeking a Chartered Financial Planner to join our expert team in the UK. You will inherit a diverse portfolio of HNW and VHNW clients, delivering high-quality financial planning solutions with outstanding service.

The role combines client relationship management with delivering tailored financial plans in a home-based setting, with travel to client meetings as required. You will provide intelligent solutions, ensure regulatory standards are met, and contribute to Progeny’s growth by

Qualifications

• Advanced Diploma in Financial Planning required; experience with a wide range of provider products.

Responsibilities

• Deliver exceptional client service and meet client demands.
• Communicate financial plans and advice clearly to clients.
• Manage ongoing review processes and client service agreements.
• Maintain compliant client files and documentation.
• Provide intelligent and creative financial solutions to client issues.
• Act as a pioneer for Progeny by understanding the firm’s proposition.

Skills

Client relationships

Financial planning expertise

Regulatory compliance

Portfolio management

Education

Advanced Diploma in Financial Planning

Diploma in Financial Planning

Job description

Progeny is seeking a Chartered Financial Planner to join our expert team in the UK. You will inherit a diverse portfolio of HNW and VHNW clients, delivering high-quality financial planning solutions with outstanding service.

The role combines client relationship management with delivering tailored financial plans in a home-based setting, with travel to client meetings as required. You will provide intelligent solutions, ensure regulatory standards are met, and contribute to Progeny’s growth by