Jobs at Progeny

Provide virtual desk-based financial planning for clients with AUM £150k–£400k. Prepare and deliver suitability reports, cashflow models and annual reviews, follow up recommendations, comply with FCA and company procedures, maintain client relationships, and complete CPD while working towards advanced qualifications and supporting service targets.

Deliver virtual desk-based financial planning for clients (circa £150k-£400k AUM). Prepare and conduct client meetings, produce suitability reports and cash-flow models, implement advice in line with FCA rules, manage post-meeting actions, maintain CPD, and support business targets while adhering to compliance and firm standards.

Provide virtual desk-based financial planning for clients with £150k–£400k AUM: prepare and run client meetings, create suitability reports and cashflow models, deliver regulated advice, complete post-meeting actions, and maintain compliance and CPD.

Manage personal tax compliance for HNWI clients, review junior work, liaise with HMRC, identify advisory opportunities, support senior management and coach junior staff, monitor time and profitability.

Manage a portfolio of high-net-worth clients' personal tax compliance, review junior team work, liaise with HMRC, identify advisory opportunities, support senior management on projects, and coach and develop junior colleagues while monitoring time, profitability and ensuring accurate, timely tax returns.

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.

Manage personal tax compliance for a portfolio of HNWI clients, review junior staff work, liaise with HMRC, identify advisory opportunities, support senior management projects, coach and develop junior colleagues, and monitor time, billing and profitability across client portfolios.

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.

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.

Provide proactive administrative support to fee earners in a conveyancing legal team: manage client liaison, matter inception (KYC/CMI), billing, diary and file management, case-management updates, proofreading/drafting, and compliance with firm processes and SLAs.

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.

Interim role to develop a credible, evidence-based investor narrative supported by robust data governance. Ensure KPI definitions, reconciliations and controls align source data, management reporting and investor materials. Partner with Finance, Strategy, Risk, Compliance and Communications to prepare investor presentations, scripts and Q&A, resolve inconsistencies, and establish disciplined review and sign-off processes. Support senior leaders to present defensible performance, outlook and risk messaging.

Short-term contract supporting development of a credible investor story by ensuring data integrity, KPI reconciliation, governance and consistent investor-facing materials. Partner with finance, strategy, transformation, risk and communications to prepare presentations, Q&A packs and briefing notes. Identify inconsistencies, improve reporting discipline, and enable senior leaders to communicate performance, outlook and risks with confidence.

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

Deliver HR data, insights and reporting across the employee lifecycle. Produce regular and ad-hoc reports and dashboards, ensure data governance and accuracy, support reward analytics including gender pay gap and pay review modelling, maintain HRIS reporting, and present findings to stakeholders to inform decision-making.

Deliver people data, reporting and governance to support strategic decisions. Produce regular and ad hoc reports, develop dashboards, ensure data integrity, support reward analytics (gender pay gap, benchmarking, pay reviews), maintain HRIS reporting (e.g., BambooHR), build data models, and present insights to stakeholders to improve visibility and drive people-related processes.

Provide HR people analytics, reporting and governance across the employee lifecycle. Produce regular and ad-hoc reports and dashboards, support reward analytics (gender pay gap, benchmarking, pay review), maintain HRIS reporting (e.g., BambooHR), ensure data accuracy and governance, and present insights to stakeholders to support strategic decisions.

Provide specialised client administration and account management support to paraplanners and financial planners. Serve as client contact, manage documentation, execute transactions (switches, withdrawals, contributions), maintain CRM and data integrity, liaise with providers, and support process management and training 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.