Chartered Financial Planner - Remote, Elite Clientele

Financial Planning Firm; United Kingdom; Remote; GBP 60,000 - 90,000; Full time

Benefits offered by this job

30 days holiday plus public holidays

Private medical insurance

Group pension scheme

Life assurance scheme

Eyecare vouchers

Referral scheme

Job summary

Progeny seeks a Chartered Financial Planner to join a growing team. You will nurture relationships with HNW/VHNW clients, manage portfolios, and provide tailored financial advice while upholding Progeny’s high service standards.

With an Advanced Diploma in Financial Planning, you will demonstrate delivery across investment, retirement, protection, and estate planning, supporting colleagues and mentoring junior staff where possible.

Qualifications

• Diploma in Financial Planning required; Advanced Diploma desirable.
• Substantial knowledge across investment planning, retirement, protection, and estate planning.

Responsibilities

• Deliver exceptional client service and maintain trust with clients.
• Deliver financial plans and advice in line with regulatory standards.
• Manage ongoing review processes and client service agreements.
• Maintain compliant client files with proper documentation.
• Provide intelligent, creative solutions to client issues.
• Promote Progeny’s financial planning proposition to clients.

Skills

Financial planning

Client relationships

Regulatory compliance

Advice delivery

Portfolio management

Education

Advanced Diploma in Financial Planning

Diploma in Financial Planning

Job description

Progeny seeks a Chartered Financial Planner to join a growing team. You will nurture relationships with HNW/VHNW clients, manage portfolios, and provide tailored financial advice while upholding Progeny’s high service standards.

With an Advanced Diploma in Financial Planning, you will demonstrate delivery across investment, retirement, protection, and estate planning, supporting colleagues and mentoring junior staff where possible.