At a Glance
- Tasks: Coordinate operations and support workflows to enhance team performance in Wealth Operations.
- Company: Join a forward-thinking financial services firm focused on operational excellence.
- Benefits: Gain valuable experience, competitive pay, and opportunities for professional growth.
- Other info: Engage in continuous improvement projects and develop your skills in data analysis.
- Why this job: Be part of a dynamic team driving efficiency and innovation in wealth management.
- Qualifications: Strong organisational skills and familiarity with operational processes in financial services.
About The Role
The Wealth Operations Support (Enablement) role provides critical coordination and administrative support to ensure the smooth and consistent day-to-day running of operations across the Wealth and Operations teams. The role enables operational efficiency by managing key workflows, supporting reporting and training activity, and coordinating initiatives that enhance adviser and team performance. Working closely with operational leadership, advisers, paraplanners and administrative teams, the role plays a key part in maintaining consistency, quality and control across Wealth Operations.
This Role Directly Supports Progeny’s Strategic Priorities By
- Enabling consistently evidenced client outcomes through accurate workflow coordination and reporting support
- Driving digitisation and automation by improving processes and reducing manual inefficiencies
- Supporting a high-performing development culture through training coordination and enablement activity
- Promoting standardisation and simplification of operational processes and materials
- Strengthening governance, regulatory compliance and audit readiness
- Supporting brand credibility and best-in-class M&A integration through effective coordination and consistency
Technical Knowledge
- Good understanding of operational processes within a wealth / financial services environment
- Experience of administrative coordination, workflow management and data handling
- Familiarity with MI extracts, reporting packs and documentation preparation
- Understanding of data accuracy, confidentiality and record-keeping standards
- Awareness of regulatory and governance requirements in financial services
- Proficiency in core systems and tools (e.g., MS Office, CRM systems; Power BI exposure beneficial)
- Awareness of process improvement and continuous improvement principles
Collaboration & Team Contribution
- Work closely with UK Operations Director, Regional Directors, Regional Managers, Head of Operations, Regional Operations teams and Technical Heads to support aligned and consistent operational delivery, including resource capacity management
- Collaborate with advisers, paraplanners and administrators to ensure efficient coordination of day-to-day activities
- Support cross-functional teams by preparing materials and coordinating activity for training, reviews and operational initiatives
- Build strong working relationships to ensure effective communication and smooth workflow execution
- Contribute to a culture of continuous improvement, accountability and operational excellence
Key Responsibilities
- Provide administrative coordination to support smooth day-to-day operational activity
- Manage key workflows including client reallocations and client heat mapping
- Prepare MI extracts, reporting packs and training/review materials, ensuring outputs are organised, accurate and stakeholder ready
- Support acquisitions and commercial projects, including data preparation, document coordination and stakeholder liaison
- Coordinate adviser enablement activities, including surveys, training logistics and wider support initiatives
- Maintain accurate and up-to-date records, ensuring data integrity and audit readiness
- Support the standardisation of processes and documentation
- Identify opportunities to improve efficiency, simplify processes and reduce manual workload
- Work collaboratively with senior stakeholders to maintain consistent operational delivery and service quality
What Success Looks Like
- Operational activity runs smoothly, efficiently and consistently
- Key workflows are well-managed, accurate and completed within required timeframes
- MI and supporting materials are clear, well-prepared and add value to stakeholders
- Improved efficiency and reduction in manual or duplicated tasks
- High-quality support for training, adviser enablement and operational initiatives
- Strong feedback from stakeholders on organisation, responsiveness and reliability
- Evidence of consistent processes and improved operational standards
- Effective support for M&A integration and commercial activity
- Contribution to robust governance and regulatory compliance
Skills, Behaviours & Knowledge
- Strong organisational skills with excellent attention to detail
- Ability to manage multiple priorities and work to tight deadlines
- Proactive and solution-focused approach
- Strong communication and stakeholder coordination skills
- Ability to work collaboratively across teams and levels
- High level of accuracy and accountability
- Commercial awareness and understanding of client impact
- Comfortable handling sensitive and confidential information
- Commitment to continuous improvement and operational excellence
Learning & Development Opportunities
- Exposure to regional operations management and strategic initiatives
- Opportunities to develop skills in MI, reporting and data analysis
- Involvement in M&A integration and business growth activity
- Development in regulatory, governance and operational frameworks
- Participation in projects focused on process improvement, digitisation and automation
Wealth Operations Support (Enablement) employer: Progeny
Progeny is an excellent employer that values detail-oriented professionals and fosters a collaborative work culture in Nottingham. With a strong commitment to employee growth, we offer ongoing training and development opportunities, ensuring our team members thrive in their careers while making a meaningful impact in trust administration. Join us to be part of a dedicated team that prioritises client relationships and compliance, all within a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Operations Support (Enablement)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Progeny. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Operations Support (Enablement)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Progeny.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Progeny's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Progeny
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Progeny.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Progeny will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Progeny employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
