Investment Administrator

Progeny is the first and only UK firm to bring together independent financial planning, investment management, tax, HR and legal counsel all in one place. Progeny is the proud winner of the Yorkshire Financial Awards 2022 Best Employer award!

Position: Investment Administrator

Location: Leeds (hybrid)

Salary: Up to £27,500 depending on experience

As an Investment Administrator you will work collaboratively with the Investment Managers and the Operations Manager to ensure portfolios of individuals, trusts, charities, and company clients receive an exceptional level of service within FCA and TCF framework and principles. You will provide administrative support to the Investment Management and Operations teams, including general administration, client communication, data product and analysis.

To be successful you’ll need to bring…

• Demonstrable administration experience gained within investment management, asset/portfolio management or Financial Services (essential).
• Educated to degree standard (desirable).
• Experience with a Client Relationship Management system/database.
• Excellent working knowledge in administration/operations in financial services.
• Understanding of Microsoft Office suite.
• Excellent interpersonal skills with the ability to communicate effectively with investment managers and clients.

Hiring process…

• Application form and CV submission
• Telephone screening (30 minutes)
• Online skills assessment (15 minutes)
• Interview (1 hour)
• Technical assessment (1 hour)

Here’s what it means for you…

• 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

Who are Progeny?

Progeny is a unique framework of coordinated advice and insight across independent financial planning, investment management, tax services, HR services, real estate, and legal counsel.

We are a forward-thinking and tech-driven business, using technology to eliminate paperwork, improve communications and enrich the relationship between client and adviser. We create, enhance, and preserve wealth.

In 2022, we continued to onboard new team members and made 85 hires, resulting in an overall growth of 42%. This is an exciting time for Progeny as we continue to grow.

Interested in joining us? Please click “apply” and attach your CV.

We are an equal opportunities employer, committed to providing equal opportunities for all and will treat all job applicants fairly at each stage of the recruitment and selection process.

We strive to attract diverse talent and create a work environment where all individuals are treated fairly and have equal access to opportunities and resources. We know that having varied perspectives helps generate better ideas and therefore have adopted skills-based hiring practices.

Job Types: Full-time, Permanent

Salary: Up to £34,000.00 per year

Benefits:

• Additional leave
• Company events
• Company pension
• Private medical insurance
• Referral programme
• Sick pay
• Wellness programme
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: Hybrid remote in Leeds, LS1 4DL