Chartered Financial Planner HNW Client Advisory — Remote
Remote / Online - Candidates ideally in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-03-27
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for:
The Progeny Group Limited
Remote/Work from Home
position Listed on 2026-03-27
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Accounting & Finance
Job Description & How to Apply Below
Location: City of Edinburgh
A leading financial services firm in the UK seeks a Chartered Financial Planner to manage a diverse portfolio of high net worth clients. This role focuses on delivering exceptional financial advice while maintaining compliance and strong client relationships. The ideal candidate will possess a Diploma in Financial Planning along with substantial knowledge in various financial planning areas. This position offers home-based work with opportunities for career development and a supportive team environment.
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