We are looking for a Client Executive to join our team in Brussels: https://bit.ly/4eXzTUf As a Client Executive, you will work collaboratively with Financial Planners and Paraplanners to support a wide variety of tasks to elevate the overall client outcome. With excellent interpersonal and client care skills, you will build and maintain relationships across the business. For more information on this role please click here: https://bit.ly/4eXzTUf Or alternatively speak to Abigail Aldred, Talent Coordinator for more information. For information on the team you can speak to Amanda Newell, Head of Belgium. #ClientExecutive #FinanceCareers #BrusselsJobs
Progeny
Financial Services
Independent financial planning, investment management, tax, property services, HR and legal counsel, all in one place.
About us
The first and only UK firm to bring together independent financial planning, asset management, tax, HR, property, private and corporate legal services. Our purpose is to make a positive and lasting difference, challenging the status quo for clients, colleagues and the world we live in together.
- Website
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https://theprogenygroup.com
External link for Progeny
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Leeds
- Type
- Privately Held
- Founded
- 2016
- Specialties
- Wealth Management, Strategic Financial Planning, Asset Management, Investment Services, Corporate Legal Services, Private Legal Services, HR Consultancy, Tax Services, Real Estate, Conveyancing, Mortgage Advice, Outsourced HR, and Financial planning
Locations
Employees at Progeny
Updates
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AI may drive efficiencies in certain processes in financial planning, but cannot replace those much needed human qualities such as emotion, integrity and trust. Matthew Harrison, Paraplanning Team Leader, comments in Personal Finance Society's digital magazine on page 22: https://bit.ly/3YlzBjB #AI #Technology #FinTech #FinancialPlanning
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A new Employment Rights Bill has been published. What are the changes? Increased rights from day one: - Greater protection from unfair dismissal - Statutory probationary periods (anticipated at a maximum 9 months) - Entitlement to bereavement - Paternity & parental leave from day one - Removing the earning limit and the 3 unpaid waiting days for Statutory Sick Pay. Ban on unfair practices: Creation of a ‘single authority’ (the Fair Work Agency) to enforce worker’s rights such as holiday pay, minimum wage and other breaches of employment rights. Ban on ‘exploitative’ zero hours contracts and fire & rehire practices (except in certain circumstances). The ‘second reading’ of the bill is scheduled for 21st October, which will provide more detail and many of the topics will be further debated. 28 individual employment reforms are planned and the government claim this is the biggest upgrade to workers’ rights in a generation. If you need help with updating your policies and procedures during these updates, our Progeny HR & Consultancy team are available: [email protected]. #EmploymentRights #HR #Employers #HRSupport #BusinessOwner
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We are looking for a Client Executive to join our team in Marlow: https://bit.ly/405BJhw As a Client Executive, you will work collaboratively with Financial Planners and Paraplanners to support a wide variety of tasks to elevate the overall client outcome. With excellent interpersonal and client care skills, you will build and maintain relationships across the business. For more information on this role please click here: https://bit.ly/405BJhw Or alternatively speak to Abigail Aldred, Talent Coordinator for more information. For information on the team you can speak to Rachel Lee, Client Executive Team Leader. #ClientExecutive #Marlow #FinanceCareers
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Progeny has appointed Phillip Liu to the role of Director of Data and Digital. With over 20 years in data leadership, Phillip Liu is an experienced transformational data change leader. In his new role at Progeny, Phillip will have responsibility for overseeing, building on and enhancing the group’s data capability, to help inform and support Progeny's continued growth. He will also act as Data Protection Officer, overseeing all aspects of data stewardship, data quality and data protection. Phillip Liu comments: “I’m excited to start my journey at Progeny and to lead on data and digital as an integral pillar in our global expansion. My focus will be on enabling continued growth and driving value creation in the data and digital landscape as part of Progeny’s ambitious plans for the future.” View the full press release here: https://bit.ly/402yWpH #Data #Digital #ChiefDataOfficer
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The third quarter of 2024 ended with strong returns across most major asset classes, despite several spells of market volatility. Positive profits growth and lower interest rates remain key drivers as we enter the fourth quarter. Ian Hooper, Chief Investment Officer, covers more in his latest video. #Economy #Stockmarket #Investing #AssetManagement
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It has been reported that the Chancellor is considering an introduction of a flat rate of pension tax relief for everyone at 30% in her Autumn Statement. This would be a bonus for basic rate taxpayers who would normally only receive 20% relief, but would penalise higher and additional rate taxpayers who had previously received 40% or 45%. James Batchelor, Chartered Financial Planner shares more insight on the potential budget changes in his latest article: https://bit.ly/4ecZE34 #Budget2024 #AutumnBudget #Chancellor #Tax #NationalInsurance #PensionTaxRelief #TaxChanges
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Getting a foot on the property ladder can be a big step. Stephanie Thayer, Mortgage Adviser at Progeny provides three tips for first time buyers in her latest article with Yorkshire Times: https://lnkd.in/g9CQXjZj #FirstTimeBuyer #PropertyLadder #MortgageTips #Mortgages
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Our Conveyancing team is expanding, and we are delighted to be recruiting for a Legal Administrator (internally known as Legal PA): https://bit.ly/47UDFeH Working closely with our Legal Conveyancers, you'll provide them with day-to-day support, ensuring they deliver exceptional standards of client service. For more information on this role please click here: https://bit.ly/47UDFeH Or alternatively speak to Molly Clifton, Talent Manager. You may also contact Kim Elliston, Legal Team Leader and hiring manager for this role. #LeedsJobs #LegalJobs #LegalPA #LegalCareers
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A new columnist for Money Marketing's 'Diary of an Aspiring Adviser', Paraplanner, Alannah Kinsella, shares how she balances a wide range of goals on her journey to becoming a Chartered Financial Planner: https://lnkd.in/eaprfndD #Paraplanning #FinanceCareers #CareerJourney