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© All Rights Reserved. ApplyBlast.com
Theprogenygroup
The Paraplanner role is an integral part of the Paraplanning team, delivering outstanding client experience by assisting in the creation of bespoke financial planning solutions. This position involves producing compliant suitability letters and reports, conducting research, and collaborating with Financial Planners to align plans with client goals. The role requires maintaining strong client relationships and ensuring adherence to FCA regulations throughout the advice journey.
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,
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Theprogenygroup didn’t post a salary, so this is our estimate from similar listings.