Financial Planning Administrator
ProgenyManchester, England, United Kingdom
Posted February 23, 2026
Full Time
About the Company
Progeny is a global professional services firm that uniquely integrates independent expertise in financial planning, tax, legal, and asset management to deliver comprehensive, non-siloed advice. Leveraging a multidisciplinary team of Chartered Financial Planners, Corporate Lawyers, Private Solicitors, and Tax Specialists, the firm provides sophisticated solutions across wealth management, strategic financial planning, investment services, corporate and private legal services, HR consultancy, and real‑estate transactions. By matching clients—investors, businesses, and family offices—with the optimal mix of professionals, Progeny ensures that complex needs are met with tailored, first‑class guidance regardless of territory or specialty. This integrated approach distinguishes Progeny as the first and only global firm to bring together independent advisory excellence across these critical domains, enabling clients to achieve their financial and business goals with confidence.
Job Description
We are seeking several Financial Planning Administrators to join our team and manage specialized administration support and services. The role offers great opportunities to expand knowledge about financial services, FCA principles, and develop technical expertise.
Requirements
- Minimum 2 years of experience in financial services
- Client-focused with a genuine interest in client needs
- Confident platform and tech user
- Methodical and organized with attention to detail
- Excellent interpersonal skills
- Self-driven and autonomous
- Numerate with a good aptitude for numbers
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave
- Private medical insurance
- Employee assistance programme
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Family leave
- Referral scheme