Teams 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.