Jobs at Progeny

Partners with senior leaders to align people strategy with business objectives, while managing HR operations, employee relations, workforce planning, succession, talent development, benefits, DEI, engagement, and process improvement. Provides guidance on employment law, performance management, organisational change, and employee experience, supporting people metrics and cyclical HR activities during a 12-month maternity cover.

Manage personal tax compliance services for high-net-worth clients, including reviewing tax returns, meeting statutory deadlines, liaising with HMRC, and maintaining client relationships. Provide technical guidance and coaching to junior colleagues, identify advisory opportunities, monitor portfolio profitability, and support senior management with complex queries and projects. Stay current with tax legislation and ensure high-quality, accurate work across the client portfolio.

Manage personal tax compliance for a portfolio of high-net-worth clients, including reviewing returns, meeting statutory deadlines, liaising with HMRC, and maintaining client relationships. Provide technical guidance and coaching to junior colleagues, monitor portfolio profitability, identify advisory opportunities, support complex client queries, and stay current with tax legislation and compliance requirements.

Manage personal tax compliance for a portfolio of high-net-worth clients, including reviewing tax returns, meeting statutory deadlines, liaising with HMRC, and maintaining client relationships. Provide technical guidance and coaching to junior colleagues, monitor portfolio profitability, identify advisory opportunities, and support senior management with client queries and projects. Maintain current knowledge of tax legislation and ensure high-quality, accurate work.

Provides operational and technical support for investment management, including holdings and fund data maintenance, trade checking, reconciliations, portfolio drift monitoring, reporting, risk controls, governance materials, third-party liaison, issue resolution, and process improvement.

Provides administrative and client service support to Financial Planners and Paraplanners. Responsibilities include preparing documentation, maintaining compliant client records, managing CRM data, processing financial transactions, liaising with providers, handling client queries, coordinating follow-ups, and meeting service-level and quality standards.

As a Chartered Financial Planner, you will deliver exceptional service, manage a diverse client portfolio, and provide financial advice while ensuring compliance with regulations, focusing on building strong client relationships.

The Paraplanner researches financial products, develops cashflow models, prepares compliant suitability letters, tax calculations, and financial plans, and supports client review meetings. The role involves assessing client objectives, risk tolerance, and capacity for loss; liaising with providers; maintaining compliant documentation; conducting peer reviews; and supporting Financial Planners and Client Executives. Ongoing professional development, regulatory compliance, accurate recordkeeping, and collaborative client service are central responsibilities.

The Paraplanner researches financial solutions, prepares compliant suitability reports, financial plans, tax calculations, and cashflow models, and supports client review meetings. The role involves assessing client objectives, risk tolerance, and capacity for loss; liaising with investment providers; maintaining compliant documentation; following FCA regulations; conducting peer reviews; and supporting Financial Planners and Client Executives. Ongoing professional development and technical knowledge maintenance are also required.

Provides administrative and client service support to Financial Planners and Paraplanners. Responsibilities include preparing documentation, maintaining compliant client records, managing CRM data, coordinating post-meeting actions, processing financial transactions, liaising with providers, and meeting service-level targets. The role requires strong organization, accuracy, communication, knowledge of financial products and FCA regulations, and experience with financial planning systems.

Provides administrative and client-service support to Financial Planners and Paraplanners. Responsibilities include preparing documentation, maintaining accurate CRM and client records, processing financial transactions, liaising with providers, managing follow-up actions, and meeting service-level and compliance requirements. The role requires strong organisational skills, knowledge of financial products and FCA regulations, attention to detail, and effective client communication.

Leads the firm’s financial advice function, owning advice standards, planning methodology, suitability processes, technical positions, ongoing service delivery, and Consumer Duty compliance. Oversees adviser performance, capacity, client allocation, productivity, and reporting. Partners with Risk and Compliance, supports proposition development, integrates acquired advice businesses, and leads advice support teams, recruitment, onboarding, and development. Requires extensive UK financial planning leadership, Chartered Financial Planner or equivalent Level 5 qualification, and strong FCA regulatory expertise.

Supports product governance across wealth and asset management products, preparing approval and review documentation, fair value assessments, target market records, and Assessment of Value analysis. Builds product management information, monitors performance and client outcomes, conducts competitor analysis, coordinates with internal and external stakeholders, supports product changes and withdrawals, and maintains audit-ready governance evidence.

Leads product governance and strategy across wealth management and asset management, overseeing FCA compliance, Consumer Duty, fund governance, fair value assessments, product lifecycle management, target markets, pricing, distribution, and product monitoring. Chairs the Product Governance Committee, manages the ACD relationship, provides Board-level reporting, develops product roadmaps, and leads the product team.

Oversee advice quality through file reviews, remediation tracking, adviser supervision support, competency assessments, CPD monitoring, and quality management information. Support advice process queries, maintain suitability documentation and templates, implement regulatory and proposition changes, and ensure audit-ready records. The role also contributes to adviser development, onboarding, thematic analysis, and continuous improvement while ensuring compliance with COBS suitability requirements and Consumer Duty.

Advise employer and individual clients on contentious and non-contentious employment matters. Manage a caseload, draft and negotiate contracts and policies, support tribunal proceedings, provide commercial legal advice, build client relationships, contribute to business development, and ensure compliance with professional and firm procedures.

Provide technical and research support to Financial Planners, prepare suitability reports, tax calculations and cashflow modelling, liaise with providers, maintain compliant client files, support colleagues through peer reviews and continuous professional development, and occasionally attend client review meetings.