Tax Manager, Progeny

£53.1-62.5k

Mid and Senior level
London

More information about location

3-5 days a week in office

Progeny

Financial planning, legal & asset management

Open for applications

Progeny

Financial planning, legal & asset management

201-500 employees

B2BHRLegalInvestingFinancial Services

Open for applications

£53.1-62.5k

Mid and Senior level
London

More information about location

3-5 days a week in office

201-500 employees

B2BHRLegalInvestingFinancial Services

Company mission

To be the most trusted professional advisory firm in the UK and beyond by using technology to eliminate paperwork, improve communications and enrich the relationship between client and adviser.

Company mission

To be the most trusted professional advisory firm in the UK and beyond by using technology to eliminate paperwork, improve communications and enrich the relationship between client and adviser.

58% female employees

21% employee growth in 12 months

Our take

Digitisation has revolutionised the way we work and has positively impacted businesses in their day to day operations. However, in the financial world, it's still lagging behind. Although it's a work in progress, it has a long way to go before it fully embraces the digital transformation.

With over 40 years of experience in the industry, Progeny has seen these changes occur and has attempted to evolve to keep up with the times. Progeny 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.

Progeny has recently acquired Further Global Capital Management and JM Glendinning Financial Services to accelerate the growth of the company with the aim of becoming the UK's best professional advisory firm. Subject to FCA approval, this will see the company expand into South Yorkshire and East Midlands, showcasing the company's ambitions to expand their market reach.

Freddie headshot

Freddie

Company Specialist at Welcome to the Jungle

Benefits

  • 30 days holiday, plus bank holidays
  • Birthday holiday - paid day off for birthday
  • Wellbeing day - paid day off to spend a day taking care of yourself
  • Volunteer Day - get paid for volunteering
  • Pension Scheme
  • Life Assurance
  • Private Medical Insurance - provided by BUPA, can be extended to family members, digital, 24-hour GP service, counselling support
  • Employee Assistance Programme - online guidance, free counselling session, CBT support
  • Financial adviser Academy - structured training in place for development and progression
  • Family leave

Company values

  • Group Wisdom - Being a collaborative environment that seeks to encourage everyone to engage and contribute their ideas. Ability to engender trust and make decisive, informed and considered decisions based on our diversity of professional expertise. An inclusive, creative, and cooperative team that is redefining industry norms
  • Empowering Others - Creating opportunities for clients, colleagues and communities. Investing in people and building positive relationships. Nurturing talent and professionalism. Every member of the senior team is personally invested in our ownership
  • Agility - Fitness to adjust to rapid change and act like a start-up. We are on a growth trajectory. We use technology to eliminate paperwork, improve communications and enrich the relationship between client and adviser.
  • Social Responsibility - Committed to making positive change in our industry towards greater transparency, equality, diversity, inclusivity and democracy. Becoming a greener business, with strong sustainability goals. Giving back through charitable partnerships.
  • Long Term Thinking - Established for tomorrow’s wealth. Business strategy built with long-term planning to last beyond ourselves. Investment products that will withstand markets over time. Outstanding custodians of our profession. Always making the right decisions for the long-term benefit of our clients

Leadership

Was the Managing Director and Financial Planning Consultant for The Lawrence Scofield Group.

Endorsements

All

Career progression (2)

Tech & tools (1)

Hard working team (1)

People of all backgrounds are welcomed (1)

Focus on employee wellbeing (1)

Jobs (4)

All locations

Software Engineering

Finance, Legal & Compliance

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