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Estimated salary
£ 3216
Median salary at PROGENY
£ 1700Lowest salary
£ 3192The average salary
£ 4166Highest salary
Do you believe that workers at PROGENY are paid fairly?
PROGENY is looking for employees for positions:
manager
manager
receptionist
office administrator
paralegal
office manager
tax manager
support engineer
project coordinator
recruitment coordinator
communications manager
Responsibility
responsible for the management of client portfolios
writing client report material, ensuring agreed timescales are achieved
reviewing and maintaining existing client relationships, including interface with financial advisors
completing due diligence on investments and monitoring the performance holdings
constructing portfolios based on the “Preferred Stocks” list
submitting deals on behalf of clients
we are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser
Requirements
level 6/7 CISI qualification
bachelor’s Degree
previous experience in a similar role with an asset management firm
knowledge and understanding of FCA conduct of business rules and suitability requirements
be able to work under pressure to deadlines, ensuring accuracy and high levels of attention to detail at all times
A comprehensive knowledge of all aspects of investments and stock markets