Financial Planner
ProgenyCity of Edinburgh, Scotland, United Kingdom
Posted March 20, 2026
Full Time
About the Company
Progeny creates, enhances, and preserves wealth, and is the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.
Job Description
We are looking for a Chartered Financial Planner to join our growing team. As a Financial Planner, you will inherit a diverse portfolio of HNW and VHNW clients, manage your portfolio effectively, and competently provide financial advice while upholding Progeny's exceptionally high level of service. This role offers a great opportunity to be a subject matter expert within your field, whilst expanding your knowledge and experience further.
Requirements
- Advanced Diploma in Financial Planning
- Substantial knowledge in key areas of financial planning and advice
- Strong all-rounded Financial Services professional
- Client-centric experience with previous experience within a client-advisory role for at least 2 years
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave
- Enhanced family leave
- Private medical insurance
- Employee assistance programme
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Referral scheme