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Chartered Financial Planner - Remote, Elite Clientele

Remote / Online - Candidates ideally in
Belfast, County Antrim, BT1, Northern Ireland, UK
Listing for: Financial Planning Firm
Remote/Work from Home position
Listed on 2026-09-30
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below

Progeny seeks a Chartered Financial Planner to join a growing team. You will nurture relationships with HNW/VHNW clients, manage portfolios, and provide tailored financial advice while upholding Progeny’s high service standards.

With an Advanced Diploma in Financial Planning, you will demonstrate delivery across investment, retirement, protection, and estate planning, supporting colleagues and mentoring junior staff where possible.

This posting is for the Chartered Financial Planner - Remote, Elite Clientele role at Financial Planning Firm, based in United Kingdom.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in United Kingdom.

This opportunity is part of our work in Finance.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

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