Wealth 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: Wealth Administrator

Location: Leeds (hybrid)

Salary: Up to £28,000 depending on experience

As a Wealth Administrator, you will work collaboratively with Financial Planners and PAs to support with a variety of administrative tasks to ensure both their portfolios of private and corporate clients receive an exceptional level of service complying with FCA rules and regulations.

To be successful you’ll need to bring…

• Administration experience gained within Financial Services/IFA background (essential).
• Diploma in Financial Planning or working towards (desirable).
• Experience in using MS Dynamics 365 back office system (desirable).
• Good working knowledge in areas such as pensions, investments, and protection.
• Understanding of Microsoft Office suite.
• Familiar with provider websites and online systems.
• Well organised and possess excellent time management skills.

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?

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.

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.

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 £28,000.00 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