Chartered Financial Planner – HNW Clients, Home-Based

Progeny; Aberdeen City; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

30 days holiday

Celebratory leave

Enhanced family leave

Private medical insurance

Employee assistance programme

Group pension

Life assurance

Eyecare vouchers

Referral scheme

Job summary

Progeny in the United Kingdom is seeking a Chartered Financial Planner to join our growing team. You will inherit a diverse portfolio of HNW and VHNW clients and deliver high-quality financial planning solutions while maintaining excellent client relationships.

Based in a flexible home-based role with travel to the office or client meetings, the successful candidate will hold an Advanced Diploma in Financial Planning, demonstrate experience across provider products, and contribute to Progeny’s

Qualifications

• Diploma in Financial Planning; Advanced Diploma desirable as Progeny holds Corporate Chartered status.
• Experience with a wide range of provider products and services and ability to demonstrate delivery.
• Client-advisory experience of at least 2 years.

Responsibilities

• Deliver financial plans and advice to HNW and VHNW clients in line with regulatory standards.
• Nurture client relationships, manage portfolios and deliver high-quality service.
• Support ongoing reviews and maintain compliant client files with clear documentation.
• Be a subject matter expert and articulate Progeny's financial planning proposition.

Skills

Investment planning

Retirement planning

Protection

Estate planning

Education

Diploma in Financial Planning

Advanced Diploma in Financial Planning (desirable)

Job description

Progeny in the United Kingdom is seeking a Chartered Financial Planner to join our growing team. You will inherit a diverse portfolio of HNW and VHNW clients and deliver high-quality financial planning solutions while maintaining excellent client relationships.

Based in a flexible home-based role with travel to the office or client meetings, the successful candidate will hold an Advanced Diploma in Financial Planning, demonstrate experience across provider products, and contribute to Progeny’s