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© All Rights Reserved. ApplyBlast.com
Theprogenygroup
A Paraplanner at Progeny plays a key role within the Paraplanning Centre of Excellence by supporting the development and delivery of bespoke financial planning solutions. The role involves creating detailed and compliant reports and suitability letters, conducting research, and liaising with providers to meet client objectives. It offers opportunities for career growth and technical specialization within a collaborative, innovative environment.
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.