Head of Operations - Progeny Asset Management

Head of Operations - Progeny Asset Management Remote

Progeny
Full Time Remote 10.56 - 12.04 GBP Today
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: Head of Operations for Progeny Asset Management – UK & Global

Location: Remote - with a requirement to travel to our Leeds office

Progeny Asset Management (PAM) provides a Discretionary Investment Service for a combination of individuals, trusts, companies, and pension funds. We are currently entering an exciting phase of growth and succession, which includes expansion overseas.

As Head of Operations, you will help develop, oversee, manage, and execute all aspects of the firm’s operations plan, driving continuous improvement and efficiencies and overseeing operational processes across the whole business both in the UK and Overseas.

To be successful you’ll need to bring…

  • Level 4 Investment Advice Diploma or equivalent is desirable.
  • Experience working within a similar role within a similar industry is essential.
  • Substantive experience in managing large operational teams in the financial services sector (Experience in managing teams of more than thirty people essential) at a UK and Overseas level.
  • A strong track record of managing an operations team at an Asset Management business.
  • Experience/knowledge of CRMs, Retail platforms, custodians and Portfolio Management systems.
  • Business improvement/change management experience.
  • A detailed understanding and knowledge of relevant regulatory rules (e.g., FCA, MiFID II / GDPR)
  • Understanding of a Discretionary fund manager’s end-to-end process and target operating model.

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

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: Remote

Head of Operations - Progeny Asset Management
Progeny

theprogenygroup.com
Leeds, United Kingdom
Neil Moles
Unknown / Non-Applicable
51 to 200 Employees
Company - Private
Investment & Asset Management
Finance
2015
Related Jobs

All Related Listed jobs

Children and Young Person’s Support Worker – Coventry
Midland Mencap Coventry, England 10.9 GBP HOURLY Today

Support Workers are responsible for providing the appropriate support to children and young people either within their own home or within the local community.

Editorial Assistant (2872)
Cambridge University Press & Assessment Cambridge, East of England, England 20900 - 24800 GBP ANNUAL Today

You will also become familiar with a wide range of products in the HE/Adult portfolio, enabling you to effectively support customers learning and teaching

Customer Assistant
Marks & Spencer Berwick-Upon-Tweed, England 10.9 GBP HOURLY Today

To deliver a great shopping experience for their customers, putting customers before task every time. Serve our customers efficiently and brilliantly well on

Warehouse Operative (Goods-In) - Batleys Aberdeen
Bestway Aberdeen, Scotland Today

As a Warehouse Operative you could be involved in a wide variety of tasks, from replenishing stock, processing bulk sales through the checkout, picking and

administrative assistant
Pegasus Resources Fort Worth, TX 46000 - 38000 USD ANNUAL Today

Receptionist and Front Office Job Description

Pegasus Operating is looking for a receptionist to be responsible for greeting clients...