United Kingdom Job Openings
Progeny (United Kingdom)
Investment Administrator
Leeds
FULL TIME
August 30, 2024
Key Responsibilities
- Provide administrative support to the Investment Management and Operations teams, including general administration, client communication, data production and analysis.
- Account onboarding, including system input, letter production, client queries.
- Assisting with the co-ordination of account transfers to/from other providers.
- Preparing reviews for Investment Manager Client meetings.
- Production of illustrations and product literature to support the Investment and Sales process.
- Daily reconciliation processing and transactional reporting of market transactions to the FCA.
- All administration tasks, including general correspondence, telephone calls and client servicing.
- Experience within Investment Management, Operations, Financial Services or Wealth Management is essential.
- Educated to degree standard is desirable.
- Experience of using a CRM and Portfolio Management system.
- Strong attention to detail with the ability to work to deadlines.
- Excellent knowledge on investments within admin/operations.
- Strong communication skills to communicate effectively with clients and investment managers.
We reserve the right to close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
Benefits
- 30 days holiday plus public holidays
- Wellbeing day
- Birthday holiday
- Volunteering day
- Private medical insurance, 24/7 digital GP and health advice
- Employee assistance programme providing support for your mental and physical health
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Family leave
- Hybrid working
- Referral scheme
We create, enhance, and preserve wealth.
We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.
We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.
At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification.
In 2023, we continued to onboard new team members, resulting in an overall growth of 17%. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
Job Types: Full-time, Permanent
Pay: Up to £31,000.00 per year
Benefits:
- Additional leave
- Company events
- Company pension
- Enhanced maternity leave
- Enhanced paternity leave
- Health & wellbeing programme
- Paid volunteer time
- Private medical insurance
- Referral programme
- Sick pay
- Work from home
- Monday to Friday
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