Job Description
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: Operations Coordinator
Location: Leeds (Office-based)
As an Operations Coordinator you will work collaboratively within the Progeny Operations team providing administrative and Front of House support. This is a key role in supporting the operations of the business and providing great client outcomes.
To be successful you’ll need to bring…
- GCSE Maths and English (essential)
- Experience of working as part of a team in fast-paced environment.
- Good working knowledge of Microsoft packages i.e., Word, Excel, and PowerPoint.
- Ability to build and maintain excellent stakeholder relationships within all aspects of the business.
- Administration experience gained within Financial Services/IFA background (desirable).
- Previous experience of using platforms and CRM systems (desirable).
Please refer to our job description to review the responsibilities of the role in more detail.
Hiring process…
- Application form and CV submission
- Telephone screening (30 minutes)
- Online skills assessment (15 minutes)
- Interview (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 £26,500.00 per year
Benefits:
- Additional leave
- Company events
- Company pension
- Private medical insurance
- Referral programme
- Sick pay
- Wellness programme
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
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