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- Tasks: Support Investment and Operations teams with admin tasks, client communication, and data analysis.
- Company: Join Progeny, a forward-thinking firm revolutionising financial services.
- Benefits: Enjoy 30 days holiday, private medical insurance, and wellbeing support.
- Other info: Be part of a B-Corp certified company committed to positive change.
- Why this job: Make a real impact while developing your skills in a dynamic environment.
- Qualifications: Experience in investment management or financial services is essential.
The predicted salary is between 36000 - 60000 £ per year.
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.
Operations Administrator - PAM in Leeds employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Administrator - PAM in Leeds
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. Understand their values and how you can contribute to their mission. This will help you stand out and show that you're genuinely interested.
✨Tip Number 3
Practice your responses to common interview questions. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you articulate your experiences clearly and confidently.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can leave a lasting impression and keep you top of mind. Plus, it shows your enthusiasm for the role.
We think you need these skills to ace Operations Administrator - PAM in Leeds
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in investment management and operations. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Show Off Your Attention to Detail: As an Operations Administrator, precision is key! Use your application to demonstrate your strong focus on detail. Whether it’s through your formatting or the way you present your experiences, let us know you’re meticulous.
Communicate Clearly: We value excellent interpersonal skills, so make sure your written communication is clear and professional. Avoid jargon and keep it straightforward; we want to understand your message without any confusion!
Apply Early!: Don’t wait until the last minute to submit your application. We might close the vacancy early if we get enough applications, so get your materials in as soon as you can through our website. We can’t wait to hear from you!
How to prepare for a job interview at Progeny
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Operations Administrator role. Familiarise yourself with the key responsibilities and how they relate to both the Investment and Operations teams. This will help you articulate how your skills and experiences align with what the company is looking for.
✨Showcase Your Attention to Detail
Given the emphasis on precision in this role, be prepared to discuss examples from your past where your attention to detail made a difference. Whether it’s through data analysis or client communication, highlight specific instances that demonstrate your ability to maintain high standards.
✨Prepare for Client Interaction Scenarios
Since client servicing is a big part of the job, think about how you would handle various client queries or issues. Prepare some scenarios to discuss during the interview, showcasing your interpersonal skills and problem-solving abilities. This will show that you’re ready to provide exceptional service right from the start.
✨Familiarise Yourself with Relevant Tools
Make sure you have a good understanding of CRM and Portfolio Management systems, as well as the Microsoft Office suite. If you have experience with these tools, be ready to talk about how you’ve used them effectively in previous roles. This will demonstrate your technical competence and readiness to hit the ground running.