Wealth Research Manager

2 weeks ago

Leeds, United Kingdom Progeny Full time
DescriptionAs Research Manager in our growing team, your work will significantly contribute to Progeny’s proposition and client experience. You will achieve this by producing and maintaining vital research and due diligence, with two major focuses. One focus is centred on organising, chairing, and spearheading the Investment Committee, taking ownership for acquisition firms during integration periods. The other major focus is providing high-quality, technical research to develop and define the service lines and advice in line with the propositions, as well as responding to changing client and regulatory demands.  

Proactively supporting proposition enhancements and launches, and utilising extensive technical and forward-thinking approach you will scan the Wealth advice horizon to support research and enhance Progeny’s propositions, products, and advice. 
Key Responsibilities
  • Acting as Secretary of the Progeny Wealth Investment Committee, taking responsibility for the full calendar of scheduled Research and Due Diligence for all Progeny Wealth Propositions, Providers, and supporting Research tools. 
  • Carrying out research with full rigour, ensuring this research meets regulatory and business requirements. 
  • Assisting with acquisition firms, which may involve the closure of their own investment committees and managing any acquisition risks.
  • Providing pro-active support for proposition enhancements and proposition launches; producing appropriate copy and wording to support communications internally and externally, where required.
  • Undertaking appropriate research and due diligence for “Off-CIP” to support alternative solutions and panels.
  • Utilising technical knowledge to proactively horizon scan, supporting research as well as propositional/product and advice enhancements.  

Skills, Knowledge and Expertise
  • Relevant Professional industry qualifications (IMC, CFA)
  • Proven experience in a technical or paraplanning role gained within an advisory practice and technical operations experience. 
  • Specific experience in managing research and due diligence to a high regulatory standard.
  • Overall knowledge of key areas of financial planning and advice - including investment planning, pre/at retirement planning, personal and business protection; and estate/Inheritance Tax planning.
  • Knowledge of platforms, functionality, and due diligence considerations. 
  • Understand FCA suitability requirements.
  • CII Chartered Status or equivalent preferrable. 

Benefits
  • 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

We create, enhance, and preserve wealth. 

We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.

We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser. 

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 and we have recently achieved the globally recognised B-Corp certification. 

In 2022, we continued to onboard new team members and made 85 hires, resulting in an overall growth of 42%.  We are the proud winners of the Yorkshire Financial Awards 2023 Best Employer award for the second year running. 

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