Chartered Financial Planner – Remote, Elite Clientele

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.

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