Progeny

Attorney

• Advise on a wide range of complex matters, including wills and succession, inheritance tax, trusts, and probate.
• Manage a varied caseload, meeting with clients to understand their needs, progressing matters efficiently.
• Draft tailored documentation, and liaising with other stakeholders.
• Ensure accurate case management and full compliance with SRA and Firm standards.
• Build strong client relationships and contribute to the team's professional growth.
• Arrange and conduct meetings with new and existing clients to establish the necessary advice and services.
• Instruct barristers or specialist advocates to appear in court for the client in complex disputes.
• Correspond with clients and opposing solicitors where necessary.
• Research and analyse documents and case law to ensure the accuracy of advice.

Private Client Solicitor

Accounts Payable

• Process, code, and post supplier invoices accurately and in a timely manner
• Reconcile supplier statements and investigate and resolve discrepancies
• Prepare and process supplier payment runs in line with company procedures
• Conduct regular bank reconciliations, ensuring all transactions are recorded, and variances are identified and resolved
• Perform data cleansing activities within the purchase ledger, ensuring supplier records are accurate, up to date, and free from duplication or errors
• Maintain and update supplier master data, including bank details and contact information
• Liaise with suppliers and internal stakeholders to resolve queries efficiently
• Support month-end processes, including accruals, prepayments, reconciliations, and reporting
• Ensure compliance with internal controls, financial policies, and audit requirements
• Undertake any other reasonable duties as required to support the finance team and business operations

Accounts Payable Administrator

Financial Planning and Analysis

• The focus of this role is the timely provision of specialised administration services to our clients and colleagues, always adhering to best practices.
• Client service: acting as a point of contact for clients, resolving client queries, preparing for client meetings and maintaining positive client relationships.
• Managing documentation: ensuring thorough preparation, review and management of client documentation and maintaining comprehensive client files and reports.
• Client account management: completing any additional client requests within set timeframes, including all client post-meeting actions.
• Completing transactions: performing trading independently, such as switches, withdrawals and contributions.
• Process management: undertaking all processes required within the Client Executive centre of excellence and managing all tasks.
• Liaising with providers: dealing professionally with third-party providers regarding transactions and submissions.
• Data and system management: using platforms and systems to complete your duties, ensuring data integrity and accuracy across all client records. Maintaining the accuracy of our CRM and ensuring this is accurate and kept up to date.

Financial Planning Administrator

Manager

• Lead and support Business Quality Assessors within the team and aid in their development and capabilities, through regular support, learning and the sharing of knowledge and experience.
• Carry out monthly 1:1’s for all team members, supporting ongoing development.
• Assessment of advice in accordance with the Regulators and Progeny Policy.
• Support the introduction of AI tools to allow us to complete a higher volume of file checks to support our Client Outcomes.
• Own and manage the file review and pre-approval processes, ensuring files are reviewed in line with the T&C Scheme and appropriate levels of supervision.
• Undertake file checks on client cases and second checks on the BQA team.
• Prepare MI on file checks undertaken, identifying trends and potential areas of risk / non-compliance.
• Manage compliance and delivery of all remedial action on client files undertaken.
• Identify weaknesses in business quality submission and recommend solutions to reduce or mitigate risk.
• Work closely with the T&C Supervisors to ensure any development needs are captured, and plans are created where required.
• Maintain up-to-date knowledge and understanding of appropriate regulations and internal policies and procedures, including Anti-Money Laundering Regulation, General Data Protection Regulations, FCA Handbook and Progeny’s standards of client service and deliverables.
• Maintain appropriate Continued Professional Development records and supporting evidence.
• Liaise with the Head of Advice Quality to ensure that any agreed change in process is documented and appropriately implemented.
• Any other task as required by the Chief Risk Officer or Compliance Heads of Departments that could be expected as part of the role.
• Act as SME for both team and Planners as required.
• Liaise with other departments in writing policies and agreeing strategies, sitting on various committees as required.
• Deliver Planner training on an ad hoc basis.
• Hold consistency review meetings to share best practices.

Business Quality Manager

Security Engineer

• Ensure the confidentiality, integrity, and availability of our systems and data
• Implement security measures aligned with the NIST Cybersecurity Framework, focusing on proactive threat management and compliance
• Conduct risk assessments and maintain asset inventories
• Develop and update cybersecurity policies and standards
• Implement network security controls including firewalls and encryption
• Manage identity and access management (IAM) and multi-factor authentication
• Ensure endpoint protection and secure configurations
• Monitor systems using SIEM tools for anomalies and threats
• Perform regular vulnerability scans and penetration tests
• Lead incident response activities and root cause analysis
• Coordinate with stakeholders during security events and breaches
• Develop and maintain disaster recovery and business continuity plans
• Ensure timely restoration of systems after incidents

Private Client Solicitor

Accounts Payable Administrator

Financial Planning Administrator

Business Quality Manager

Cyber Security Engineer