Assistant Tax Manager, Progeny
£44.6-52.5k
More information about location
3-5 days a week in office
Financial planning, legal & asset management
Open for applications
Financial planning, legal & asset management
201-500 employees
Open for applications
£44.6-52.5k
More information about location
3-5 days a week in office
201-500 employees
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.
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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.
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
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
Neil Moles
(CEO)Was the Managing Director and Financial Planning Consultant for The Lawrence Scofield Group.
Articles
Endorsements
All
Career progression (2)
Tech & tools (1)
Hard working team (1)
People of all backgrounds are welcomed (1)
Focus on employee wellbeing (1)
The company is very generous to support mental and physical wellbeing. Each year we have one paid day that you can take at your discretion to do something that makes you feel good for your wellbeing.
People, HR, Recruitment
Focus on employee wellbeing
Apr 2022
At Progeny, there are so many routes you can go down for career progression. Your line manager sets out a clear framework to see what is needed to achieve your career goals.
People, HR, Recruitment
Career progression
Apr 2022
We create a culture where people from all walks of life and backgrounds feel welcomed. Progeny makes inclusion a clear priority, and shows us how we can all be more inclusive in our day-to-day lives.
People, HR, Recruitment
People of all backgrounds are welcomed
Apr 2022
After being at Progeny for 2 months, I had a review with my line manager to discuss where I see myself in the company in the future. It was great to know Progeny were already considering my career development that early on. I can see that internal development is really important here.
People, HR, Recruitment
Career progression
Mar 2022
Progeny are really ahead in terms of digitalisation when it comes to Financial Advisory firms. We have a great internal IT team who are super high-skilled and they work with great technologies. This makes our processes so much more efficient and streamline.
People, HR, Recruitment
Tech & tools
Mar 2022
We are growing rapidly and we wouldn't have done it without the work ethic of everyone here. Everyone puts their all in because we have a lot of respect for Progeny - and we want to see it thrive.
People, HR, Recruitment
Hard working team
Mar 2022
Jobs (4)
Software Engineering
Finance, Legal & Compliance
Other Engineering
