Asset Management Administrator

As Asset Management Administrator, you will join our growing Investment and Operations team to provide administrative support for a variety of our investment services. You will support the team to ensure that an excellent client service is provided, through a variety of administrative tasks, effective client communication, and producing and analysing data.,

• Providing administrative support, including client communication.


• Regularly keeping our systems up to date and assisting with account onboarding.


• 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.
  
  Experience within investment management, operations or Financial Services 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.


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

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 2022, we continued to onboard new team members and made 85 hires, resulting in an overall growth of 42%. We are the proud winners of the Yorkshire Financial Awards 2023 Best Employer award for the second year running.


• 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