Director of Learning, Business Studies - High-Impact Leaders
Leighacademiestrust · England
2026-03-17
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Chartered Financial Planner for High Net Worth Clients
Progeny
You will provide intelligent, creative solutions to client issues, communicate financial plans and advice concisely, enabling your clients to reach their goals for the future. We are the proud...
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England
📅 2026-03-27
About this role
You will provide intelligent, creative solutions to client issues, communicate financial plans and advice concisely, enabling your clients to reach their goals for the future. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running. Deliver fina
About the Company
Progeny is a reputable financial planning firm, recently recognised as the Best Employer at the Yorkshire Financial Awards 2024, demonstrating a strong commitment to staff welfare and client service.
Key Highlights
- ✓ Provide tailored financial solutions for high net worth clients
- ✓ Communicate complex financial plans in an accessible manner
- ✓ Join an award-winning team with a focus on employee satisfaction
- ✓ Work from home, offering flexibility in your work environment
- ✓ Opportunity to help clients achieve their long-term financial goals
💡 Honest Take: While the role promises rewarding client interactions and flexibility, potential candidates should assess their comfort with remote work and the responsibility of managing high-value clients.
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