Jobs at Progeny

Lead Progeny's talent acquisition strategy and deliver end-to-end recruitment across the business. Partner with senior leaders on workforce planning, build talent pipelines, manage sourcing (including LinkedIn Recruiter and external partners), oversee onboarding, employer branding, diversity initiatives and early careers programmes. Monitor recruitment metrics and drive improvements in quality of hire, time-to-fill, candidate experience and recruitment technology.

Provide personal tax compliance for a portfolio of clients, prepare tax computations and returns, liaise with HMRC, support tax enquiries and advisory projects, and progress toward ATT/CTA qualifications while maintaining deadlines and client relationships.

Support delivery of personal tax compliance for a client portfolio: prepare tax computations and returns, liaise with HMRC, handle enquiries, advise on legislation changes, identify tax risks and opportunities, and progress toward ATT/CTA while assisting senior staff on advisory projects.

Provide personal tax compliance for a client portfolio: prepare tax computations and returns, liaise with HMRC, handle enquiries, identify tax risks and opportunities, support advisory projects, use tax software and Excel, and progress toward ATT/CTA qualifications while maintaining deadlines and client relationships.

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 administrative coordination and workflow management for Wealth Operations, prepare MI extracts and reporting packs, support training and adviser enablement, assist M&A and commercial projects, maintain data integrity and regulatory readiness, and drive process improvement and digitisation.

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.

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.

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.

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 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.

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.

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 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.