Jobs at Progeny

Lead and manage a regional team of Client Executives and Paraplanners to ensure consistent, high-quality service delivery. Oversee workflow, capacity, KPIs and compliance; drive standardisation, digitisation and automation; support M&A integration; foster a high-performing, development-focused team culture and strong cross-functional collaboration.

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.

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.

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.

Support and shape investor-facing messaging by ensuring narratives are evidence-based and aligned to validated performance. Partner with Finance, Strategy, Risk, Compliance and Communications to define and reconcile KPIs, improve data governance and controls, prepare investor materials, and resolve inconsistencies so senior leaders can confidently engage investors and the Board.

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.

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.

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.

Manage a portfolio of high-net-worth personal tax clients focusing on compliance: prepare and review tax returns, meet statutory deadlines, liaise with HMRC, mentor junior staff, identify advisory opportunities, monitor time and profitability, and keep abreast of legislative changes.

Manage personal tax compliance for a portfolio of HNWI clients: review and deliver tax returns, meet statutory deadlines, liaise with HMRC, coach junior staff, spot advisory opportunities, and monitor time and profitability.

Manage personal tax compliance for a portfolio of HNWI clients: review and prepare tax returns, meet statutory deadlines, liaise with HMRC, coach junior staff, identify advisory opportunities, and monitor time and profitability. Provide technical guidance, keep clients and team updated on legislation, and support ad hoc advisory projects while maintaining high-quality client service.

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 regulated financial planning and advice to HNW/VHNW clients, manage and review client portfolios, maintain compliant client files, deliver creative solutions, and support firm proposition while mentoring junior staff and meeting activity targets.

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.

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.