Jobs at Progeny

Provide specialised administration support to financial planners and clients: act as client contact, manage documentation and CRM, complete transactions (switches, withdrawals, contributions), liaise with providers, ensure data integrity, and support training and process improvements within the Wealth Operations team.

Advise clients on wills, succession, inheritance tax, trusts and probate. Manage a varied caseload, meet clients, draft tailored documents, liaise with counsel and stakeholders, ensure SRA and firm compliance, meet billing targets, and support trainee development while building strong client relationships.

Provide private client advice on wills, succession, inheritance tax, trusts and probate. Manage caseloads, meet clients, draft documents, liaise with stakeholders, ensure SRA and firm compliance, support trainees, and meet billing targets.

Lead and develop a team of Business Quality Assessors, ensuring compliance with regulations and quality standards through assessments and training. Oversee client file reviews, manage compliance actions, and identify risks.

Graduate role supporting and developing Power Platform solutions, APIs, Azure Functions and APIM, and Power BI reporting. Monitor and resolve incidents, assist integration and AI-enabled use cases, follow governance and DevOps practices, and collaborate with stakeholders to deliver analytics and digital platform improvements.

The Legal Administrator Apprentice will provide administrative support to legal professionals, assist with document preparation, manage diaries, and ensure compliance with legal procedures.

The Senior Financial Planning Administrator supports client relations, manages documentation, completes client requests, and trains junior team members while ensuring high-quality service in financial planning.

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.

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 Financial Planner will manage client portfolios, deliver financial advice, maintain compliance, and nurture client relationships while working with high net worth clients.

The Paraplanner supports the delivery of bespoke financial planning solutions, ensuring compliance, preparing reports, and collaborating with Financial Planners to enhance client experiences.

Lead a high-performing regional advisory team by driving commercial performance, coaching planners, monitoring KPIs, ensuring FCA compliance, and delivering excellent client outcomes through strategy and operational oversight.

Lead the regional advisory function to support, coach and develop Financial Planners; drive KPIs (revenue, productivity, client acquisition), ensure FCA/SMCR compliance and high-quality client outcomes, deliver regional strategy, and foster a collaborative, high-performing culture with regular regional travel.