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Job description
Regional Advisory Services Manager responsible for leading a team of Financial Planners to deliver high-quality advice services to Progeny clients within budget and to agreed targets. Must have experience of managing the distribution of products and/or professional services within Wealth Management and team management experience of 10 or more individuals.
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Finance • Legal
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.