Teams 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.