Private Client Advisor

6 hours ago


Cambridge, Cambridgeshire, United Kingdom The Progeny Group Full time
Financial Planning Opportunity

We are excited to offer an opportunity for an experienced HNW Financial Planner to join our team at The Progeny Group as a Senior Wealth Manager.

In this role, you will be responsible for providing expert financial advice to our high net worth clients, managing their portfolios effectively and ensuring their financial goals are met.

The successful candidate will have a proven track record of delivering exceptional results in a client-facing advisory role, with a strong understanding of investment planning, pre/at retirement planning, personal and business protection, and estate planning.

We offer a competitive salary of £70,000 - £90,000 per annum, depending on experience, plus a range of benefits including private medical insurance, 24/7 digital GP and health advice, employee assistance programme, group pension scheme, life assurance scheme, eyecare vouchers, family leave, and referral scheme.

Duties and Expectations
  • Develop and implement tailored financial plans that meet the unique needs of high net worth clients.
  • Conduct thorough risk assessments to identify potential risks and opportunities.
  • Communicate financial plans and advice clearly and concisely, ensuring client understanding and engagement.
  • Collaborate with other team members to deliver exceptional client service and drive business growth.


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