Rob joined Progeny in June 2020 as a Technical Administrator, having previously worked in a variety of support roles within Financial Services, most recently as a Trainee Paraplanner.
He has completed three Financial Planning exams and is currently working towards attaining his Diploma in Regulated Financial Planning. He aspires to progress through Progeny’s Adviser Academy. In his role, Rob supports the Financial Planners by producing annual reviews and suitability reports for Progeny’s clients.
Rob has recently moved to Pontefract with his girlfriend and enjoys socialising with his friends and family.