Chartered Financial Planner – Elite Client Wealth Strategy

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

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