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Senior Financial Planner HNW Clients; Remote
Remote / Online - Candidates ideally in
Lisburn, County Antrim, BT27, Northern Ireland, UK
Listed on 2026-02-18
Lisburn, County Antrim, BT27, Northern Ireland, UK
Listing for:
Progeny
Remote/Work from Home
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in the UK is seeking a Chartered Financial Planner to join their growing team. You will manage a diverse portfolio of high-net-worth clients, provide tailored financial advice, and ensure exceptional service standards are upheld. The ideal candidate should possess a Diploma in Financial Planning and have substantial experience in relationship management and financial planning. This role also offers home-based working alongside travel to client meetings, making it perfect for balancing personal and professional responsibilities.
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Position Requirements
10+ Years
work experience
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