Chartered Financial Planner - HNW Client Portfolio & Mentoring

The Progeny Group is seeking a Chartered Financial Planner to join our growing team. You will inherit a diverse portfolio of HNW and VHNW clients and deliver tailored financial planning and advice with a focus on exceptional service.

You will nurture client relationships, manage portfolios effectively, and use your Advanced Diploma in Financial Planning to showcase expertise across investments, retirement, protection and estates, while collaborating with mentors and colleagues to grow your