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© All Rights Reserved. ApplyBlast.com
Theprogenygroup
We are seeking a Chartered Financial Planner to join our growing team, where you will inherit a diverse portfolio of HNW and VHNW clients. The role involves maintaining excellent client relationships, delivering exceptional results, and providing intelligent, creative financial advice. You will work alongside an established team, nurture client relationships, and ensure Progeny's high level of service is upheld.
Headquarters
Leeds, England, United Kingdom
Company Size
201-500 employees
Founded
2016
Progeny is a global professional services group uniting experts across financial planning, tax, legal, and asset management to serve clients with complex financial needs. It provides integrated advisory services for individuals and businesses, including wealth planning, investment management, tax advisory, and private legal services, complemented by HR and employee benefits offerings. The Progeny Group Limited operates across multiple jurisdictions under trading styles such as Progeny Wealth and Progeny Asset Management.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Theprogenygroup.
Theprogenygroup didn’t post a salary, so this is our estimate from similar listings.
17% below the average for this role