Home-Based Chartered Financial Planner for HNW Clients

The Progeny Group Limited is seeking a Chartered Financial Planner to join a growing team. You will inherit a diverse portfolio of HNW and VHNW clients, delivering high-quality financial planning and exceptional service while cultivating client relationships.

You will have an Advanced Diploma in Financial Planning and demonstrate experience with a wide range of provider products, services, and delivery in key advisory areas. Opportunities to mentor and grow within the team are included.