Position Overview & Specifications

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: Investment Support

Location: Leeds (hybrid)

Salary: Up to £34,000

This is an excellent opportunity to learn from a highly successful team, where your focus will be to support the provision of high-quality professional investment management services to private clients and intermediaries.

You will provide administrative support to the team, including dealing, client communication, data production and analysis. As directed by the Investment Managers you will implement investment strategies, assist in the management of investment portfolios, and monitor performance.

To promote your continued learning, you will attend ongoing professional training courses and events with the goal of becoming an Investment Manager.

To be successful you’ll be..

Qualified or working towards Level 4 CISI Diploma
Ability to work to deadlines
Exceptional focus and attention to detail
Excellent numerical skills
Excellent working knowledge of Microsoft Office Word, Excel, and PowerPoint
Excellent interpersonal skills with the ability to communicate effectively with Internal and external stakeholders

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?

Progeny is a unique framework of coordinated advice and insight across independent financial planning, investment management, tax services, HR services, real estate, and legal counsel.

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.

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 £34,000.00 per year

Benefits: