We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR and private and corporate legal services. We make complex problems simple. Join us and be part of our journey!
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Progeny Unboxed
We have a growing number of vacancies available across the business, and our hosts Seána Donnelly and Maddie Lloyd from the Talent team will answer any questions you may have about working at Progeny, our hiring process and how we are helping to nurture talent.
Life at Progeny | Company Culture
One of the things we pride ourselves on at Progeny is our fantastic company culture. One where allow our team members to thrive, both personally and professionally. In this video Financial Planner Emil Mckenzie talks through his experience of the progeny culture since joining the business.
Life at Progeny | Working here
Wonder what its like working at Progeny? For Freya Robertson, Executive Assistant to CEO, it’s the freedom to be able to share ideas, be yourself and take part in a variety of new opportunities that makes Progeny an amazing place to work.
Life at Progeny | Opportunities
At Progeny we believe in allowing our team members to bring their authentic self to work. We really work with individuals to carve their own career path. Hear from Zoe Aveyard on her take on how Progeny has helped shape her career.
Life at Progeny | All your advisors in one room
Luke Norman, Chartered Financial Planner shares what attracted him to the role and what he likes best about the company.
We are Progeny
To give you a taste of life at progeny, we have produced this short video that gives you a snapshot of who we are as a brand and meet some of the fantastic people who make up our teams across the country.
CORE VALUES
Our 5★ Values
Our purpose is to make a positive and lasting difference, challenging the status quo for clients, colleagues and the world we live in together.
AGILITY
AGILITY
Combining the strengths of a people-focused approach with the flexibility of technology, we’ve held 10,000 online meetings and moved 2,000 clients onto our client portal.
LONG-TERM THINKING
LONG-TERM THINKING
Bringing all team members into the decision of how we off-set our carbon footprint and working towards B-Corp status.
SOCIAL RESPONSIBILITY
SOCIAL RESPONSIBILITY
We have continued to support our charity partners by raising over £12k throughout lockdown and offer social committee activities to keep team members connected.
EMPOWERING OTHERS
EMPOWERING OTHERS
Our Learning and Development projects have included communications masterclasses and the delivery of wellbeing training for all employees.
GROUP WISDOM
GROUP WISDOM
Our Adviser Academy program has seen 24 exam passes with membership growing, as we aim for our graduates to become the industry leaders of tomorrow.
Our team member benefits
Team members are entitled to 30 days annual leave plus bank holidays.
All team members will be given an extra day off for their birthday!
A confidential programme designed to help you deal with personal and professional problems that could be affecting your home/work life, health and general wellbeing, including counselling and legal support.
Available after completion of probationary period, provided by BUPA and can be extended to include family members. The scheme also provides a digital GP, a 24 hour helpline and counselling support.
We operate a personal pension plan and will match team members contributions up to 5% with the option for team members to pay in more if they choose.
All team members are covered by the Company Life Assurance scheme and any lump sum payable is 4 x your basic salary.
Organised with line managers and HR, team members are entitled to a paid volunteering day each year.
Progeny will pay a referral bonus to any team member who introduces a candidate who is subsequently employed by the company on a permanent contract – T&C’s apply
