Financial Planner
Theprogenygroup
About this role
Progeny seeks a Chartered Financial Planner to join their team, focusing on delivering high-quality financial advice and solutions to high-net-worth clients. The role involves managing client portfolios, providing strategic financial planning, and contributing to the firm's reputation for excellent service in a flexible, home-based environment.
Skills
Qualifications
About Theprogenygroup
theprogenygroup.comThe Progeny Group is a UK-based financial planning and wealth management business. The company provides services including financial advice, asset management, employee benefits, and workplace financial wellbeing solutions for individuals, families, and businesses. It operates in the financial services industry, helping clients plan, protect, and grow their wealth over the long term.
About Theprogenygroup
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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