Chartered Financial Planner - Elite HNW Client Advisory

Progeny is seeking a Chartered Financial Planner to join a growing team, inheriting a diverse portfolio of HNW and VHNW clients. You will nurture relationships, deliver high-quality financial planning and adhere to Progeny's standards of service.

You will have an Advanced Diploma in Financial Planning and demonstrated experience across provider products, delivering clear, concise financial plans and advice to help clients reach their goals.