As Investments Administrator, internally known as Asset Management Administrator, you will become part of an expanding Investment and Operations team, offering administrative support across various investment services. You will assist the team in delivering outstanding client service by performing a range of administrative tasks, facilitating effective client communication, and generating & analysing data.
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.

Skills, Knowledge and Expertise

• Experience in Investment Management, Financial Services or Wealth Management (essential).
• Proficient in Excel (essential).
• Experience of using a CRM (essential).
• Educated to a degree standard (desirable).
• Strong attention to detail with the ability to work to deadlines.
• Excellent knowledge of investments within admin/operations.
• Strong communication skills to communicate effectively with clients and investment managers.

Please refer to our job description to review the responsibilities and person specification in more detail.
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

About Progeny
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
• Paid volunteer time
• Private medical insurance
• Referral programme
• Sick pay
• Work from home

Schedule:

• Monday to Friday

Application question(s):

• Will you now or in the future require Visa Sponsorship? If yes, please provide details.
• How did you hear about Progeny?
• Describe some of your qualities and experiences that will contribute to your performance in this role.

Experience:

• Investments/Financial Planning: 1 year (required)

Work authorisation:

• United Kingdom (required)

Work Location: Hybrid remote in Leeds