Acquisitions Project Coordinator Leeds, England
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: Acquisitions Project Coordinator
Location: Leeds (hybrid)
Salary: up to £42,000 depending on experience
As an Acquisitions Project Coordinator, you will be responsible for managing the pre-completion activities for all pending acquisitions. You will work collaboratively and effectively across the Corporate Development and Integrations team, including being direct support for department Heads on the successful delivery of the full range of pre-completion activity.
To be successful you’ll need to bring…
- Project management experience ideally within Wealth Management
- M&A experience with strong financial and commercial acumen
- Proven experience of working in an analytical capability where attention to detail is paramount
- Wealth Management experience (desirable)
- Agile project management tools
- Power BI and Microsoft Dynamics (desirable)
- Strong knowledge of creating intuitive dashboards
- Ability to encourage and facilitate team collaboration and fast-paced delivery
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)
- Technical assessment (1 hour)
- Final stage 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
- Financial well-being guidance
- Eyecare vouchers
- Family leave
- Hybrid working
- Referral scheme
About us…
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”, fill out our brief application form 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.
