Jobs at Progeny

Manages complex financial planning client administration, transactions, documentation, regulatory compliance, and CRM records. Serves as a technical escalation point for colleagues, supports client servicing and meetings, coordinates provider requests, prioritizes workflows against KPIs and SLAs, and identifies process improvements. Coaches team members and contributes to onboarding while maintaining strong client, planner, paraplanner, and provider relationships.

Provides administrative and client support for financial planning services. Responsibilities include managing client documentation and records, handling account requests and transactions, liaising with providers, maintaining CRM data, preparing for meetings, resolving queries, and supporting internal processes and audits. The role requires financial services experience, knowledge of financial products and FSMA conduct rules, strong organizational and client-service skills, Microsoft Office proficiency, and fluency in English with French or Dutch understanding.

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 staff, monitor portfolio profitability, identify advisory opportunities, and support senior management with complex queries and projects. Maintain current knowledge of tax legislation and ensure high-quality, accurate work.

Manage personal tax compliance 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 team members, monitor portfolio profitability, identify advisory opportunities, and support senior management with client queries and projects. Stay current with tax legislation and ensure high-quality, accurate service delivery.

Manage personal tax compliance 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 staff, 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 service delivery.

Provide specialised financial planning administration and client-facing support, manage client documentation and accounts, perform trading transactions, liaise with providers, maintain CRM and data integrity, and support colleagues through coaching and process management.

Support and shape the company's investor narrative by ensuring investor-facing messaging aligns with validated performance and strategy. Reconcile and govern key metrics, prepare investor materials (presentations, scripts, Q&As), resolve data inconsistencies, and partner with Finance, Strategy, Risk and Communications to provide evidence-based insights for senior leaders and investors.

Advise clients on wills, succession planning, inheritance tax, trusts, estate administration and probate. Manage a varied caseload from instruction to completion, draft documents, liaise with barristers and opposing parties, ensure compliance with SRA standards, meet billing targets, and support trainee and paralegal development while collaborating with the Wealth Management team.

Provide private client legal advice on wills, succession planning, inheritance tax, trusts, estate administration and probate. Manage a varied caseload from instruction to completion, maintain client relationships, ensure compliance with SRA and firm standards, draft documents, instruct counsel when needed, meet billing targets, and support trainee and paralegal development within a hybrid Leeds/Nottingham team.

Advise clients on wills, trusts, inheritance tax, probate and estate administration. Manage a varied caseload from instruction to completion, draft documents, conduct legal research, liaise with clients and opposing counsel, instruct barristers when needed, meet billing targets, ensure SRA compliance, and support trainee and paralegal development while collaborating with the Wealth Management team.

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 high-quality financial planning and advice to a portfolio of HNW/VHNW clients, maintain compliant client files, manage ongoing reviews, deliver creative solutions, mentor junior advisers, and uphold firm standards and regulatory requirements.

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.