The Progeny Group Limited

Lead and develop a team of Business Quality Assessors while performing client file reviews to ensure adherence to regulatory requirements and internal controls. Identify business risks and implement remedial actions to maintain high advice quality standards.

The role involves delivering exceptional client service, providing cohesive financial plans and advice in line with regulatory standards, and managing ongoing review processes aligned with service agreements. Responsibilities also include maintaining compliance, providing intelligent solutions to client issues, and acting as a pioneer for the firm's financial planning proposition.

The role involves delivering exceptional client service, meeting client demands, and communicating financial plans and advice cohesively in accordance with regulatory standards. Responsibilities also include managing ongoing review processes, maintaining compliance, and providing intelligent, creative solutions to client issues.

The role involves delivering exceptional client service by meeting demands, maintaining trust, and communicating financial plans and advice cohesively in line with regulatory standards. Responsibilities also include managing ongoing review processes, maintaining compliant client files, and providing intelligent, creative solutions to client issues proactively and reactively.