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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We invite applications for the Chartered Financial Planner – Elite Client Wealth Strategy position located in Fareham, England, United Kingdom.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Chartered Financial Planner – Elite Client Wealth Strategy role at Progeny, based in Fareham, England, United Kingdom.