Head of Operations - Progeny Asset Management

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