Asset Management Operations Team Leader

Progeny Asset Management provides a Discretionary Investment Service for a combination of individuals, trusts, companies, and pension funds, as well as managing several fund solutions. As Asset Management Operations Team Leader, you will join our growing Investment team to support them in delivering an excellent client service and exceeding client expectations. You will support the team in the day-to-day management of key operations, whilst supporting Directors and the wider Investment team to achieve their goals.,

• Managing a small team, including their recruitment, training, and ongoing development.


• Overseeing workstreams, delegating tasks, and providing support to the team.


• Ensuring performance within the team is at a high standard, through regular progress meetings and check-ins.


• Always providing an excellent service to clients.


• Managing a variety of tasks including account onboarding, data inputting, letter production, responding to client queries, and producing reports in a timely manner.
  
  Previous experience within Investment or Financial Services Operations function (essential).


• Previous experience in management, training, and supervision for direct reports (essential).


• Excellent working knowledge of investments within an administration/operations team (desirable).


• Strong understanding of Microsoft office suite, particularly Excel (essential).


• Excellent interpersonal skills with the ability to communicate effectively with Investment Managers and clients.
  
  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.

In 2023, we continued to onboard new team members, resulting in an overall growth of 17%. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third 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


• Referral scheme


Please note this advert may close at any point, reach out to the Talent team with any queries.