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Senior Chartered Financial Planner – HNW Clients, Remote

Remote / Online - Candidates ideally in
Chichester, West Sussex, PO19, England, UK
Listing for: The Progeny Group Limited
Remote/Work from Home position
Listed on 2026-02-15
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in the UK is seeking a Chartered Financial Planner to join its team. The role involves delivering exceptional client service and providing financial advice to a diverse portfolio of high-net-worth clients. Candidates should have a Diploma in Financial Planning, strong experience in client relationship management, and substantial knowledge in investment and estate planning. This position offers home-based working with travel for client meetings, and provides opportunities for professional growth and mentoring.
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Position Requirements
10+ Years work experience
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