Jobs at Progeny

The role involves providing specialized administration support in financial services, maintaining client relationships, managing documentation, and completing transactions, while ensuring adherence to best practices and data accuracy.

The role focuses on providing specialized administration support in financial services, managing client documentation, accounts, transactions, and maintaining client relationships while collaborating with team members.

The Data Analyst will analyze complex datasets, develop Power BI dashboards, automate tasks with Power Platform, and support data quality and governance initiatives.

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.

The role involves advising clients on wills, trusts, and probate, managing caseloads, drafting documentation, and ensuring compliance with legal standards. It requires strong client relationships and collaboration with the Wealth Management team.

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

The Private Client Solicitor will manage complex legal matters, provide tailored advice on wills and trusts, and ensure client satisfaction while meeting SRA compliance standards.

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.

Manage specialised administration support/services for clients, maintaining strong relationships while executing tasks related to client documentation, transactions, and data management.

As a Financial Planning Administrator, you will provide specialized support, manage client relationships, and ensure accurate documentation. You'll also assist with client transactions and collaborate with team members to enhance client service.

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 Chartered Financial Planner will manage a portfolio of HNW clients, delivering tailored financial advice and maintaining excellent client relationships while ensuring compliance with regulatory standards.

The Chartered Financial Planner will manage a diverse client portfolio, delivering high-quality financial advice, maintaining client relationships, and ensuring compliance with regulatory standards. Responsibilities include reviewing client processes and providing creative solutions to financial issues.

As a Paraplanner, assist in creating bespoke financial plans, produce suitability letters, conduct research, support clients, and ensure compliance with FCA standards.

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.