The Work Index by Flexa

Progeny Group

Progeny is a UK-based company offering a unique combination of financial planning, investment management, tax, property, HR, and legal services.

https://theprogenygroup.com/
5.5

/10

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Description

Progeny is a UK-based professional services firm that offers a unique combination of financial and legal services. They provide independent financial planning, investment management, tax services, property, HR and legal counsel, all under one roof. Progeny believes in overcoming industry silos to create a collaborative environment where different professional experts can work together to achieve the best results for their clients. They are committed to long-term thinking, building enduring relationships with clients and using technology to improve communication and eliminate unnecessary paperwork.

Progeny prioritizes social responsibility and is a certified B Corporation, meaning they meet high standards of social and environmental impact. They are committed to making positive change in their industry towards greater transparency, equality, diversity, inclusivity and democracy, as well as becoming a greener business with strong sustainability goals. They also give back to the community through charitable partnerships. Progeny's extensive team of Chartered Financial Planners, Corporate Lawyers, Private Solicitors and Tax Specialists are dedicated to providing sophisticated solutions that meet their clients' complex needs.

Flexibility

The job posting indicates that the position is full-time with a Monday through Thursday in-office requirement, but allows remote work on Fridays. It is unclear if flexibility extends beyond this structure.

Benefits

Progeny offers a comprehensive benefits package that focuses on employee well-being and financial security. They provide excellent medical, dental, and vision plan options with coverage for both employees and dependents. Progeny also offers a 401(k) plan with an employer match, generous paid time off starting on day one, additional days off for illness, and 11 observed holidays. Their commitment to wellness extends beyond health insurance with commuter benefits, FSAs, and continued education/mentorship opportunities as well as investment in LinkedIn Learning for professional development.

Mission

Progeny's mission is to deliver a comprehensive suite of financial and legal services, all under one roof. They aim to empower individuals, families, and businesses to achieve their goals by providing a holistic approach that combines financial planning, investment management, tax services, property, HR, and private and corporate legal services. Their commitment to long-term thinking and social responsibility guides their practices, ensuring that they not only create and preserve wealth but also contribute positively to the communities they serve.

Disruptor
Environmental impact driven
Social impact led
Sustainability

Culture

Progeny promotes a collaborative and inclusive culture that values diversity, transparency, and long-term thinking. They encourage employee engagement and contribution, foster a sense of community through charitable partnerships, and prioritize professional development and growth. The company emphasizes agility and adaptability in a rapidly changing environment, utilizing technology to improve communication and client relationships. They strive for a workplace that embraces both the experience of their long history and the dynamism of a startup, fostering an environment where everyone feels empowered to make a positive difference.

Agile and dynamic
Collaborative
Entrepreneurial
People-first
Progressive
Supportive
Transparent

DE&I

Progeny's approach to diversity, equity, and inclusion is rooted in their belief that a diverse and inclusive workplace fosters a collaborative environment, empowers individuals, and enables agility in a rapidly changing landscape. They demonstrate this through their B Corp certification, which verifies their commitment to social and environmental impact, including diversity and inclusion within their workforce. Progeny prioritizes building a positive and equitable work environment where all colleagues feel valued, supported, and have opportunities to grow and contribute their unique perspectives.

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