About the role
As an Administrator, you will play a pivotal role in partnering with both Investment and Operations teams, fostering seamless collaboration to drive efficiency and excellence. You will be responsible for ensuring that every client receives an exceptional standard of service, supporting complex processes with precision, and contributing to the delivery of tailored solutions that strengthen long-term relationships and uphold the firm’s reputation for quality.
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, and client queries.
- Assisting with the coordination of transfers of accounts to/from other providers.
- Production of illustrations and product literature to support the Investment and Sales process.
- Preparation of reviews for Investment Manager Client meetings.
- All administration tasks, including general correspondence, telephone calls and client servicing.
- Daily reconciliation processing.
- Daily transaction reporting of market transactions to the FCA.
- Support other areas of the business as required.
Skills, Knowledge and Expertise
- Educated to degree standard (desirable).
- Experience gained within investment management, operations or Financial Services (essential).
- Experience with a CRM and Portfolio Management system.
- Excellent working knowledge of investments within admin and/or operations.
- Understanding of the Microsoft Office suite.
- Excellent interpersonal skills with the ability to communicate effectively with investment managers and clients.
- Ability to work to deadlines and excellent time management.
- Flexible attitude to work.
- Strong focus and attention to detail.
- Strong numerical skills.
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
- 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.
We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
Top Skills
What We Do
Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.
We join the dots to understand the bigger picture of you, your family and your business to ensure you always receive first-class non-siloed advice, regardless of complexity, speciality or territory.
Our team of Chartered Financial Planners, Corporate Lawyers, Private Solicitors and Tax Specialists are equipped to deliver sophisticated solutions that meet your complex needs. Working together, for you.
We aim to achieve the very best for investors, businesses, and family offices with our diversity of expertise. Matching you with the right team of professionals, we can help you to achieve your needs and goals.
