Chartered Financial Planner - Remote, Elite Clientele
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2026-09-30
-
Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management
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.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).