Charlotte had been working in Asset Management for nearly 3 years before joining Progeny as an Investment Administrator in 2021.
In her current role, she provides administrative support to the Investment Management team, including general administration, client communication, data production and analysis support other areas of the business as required. She assists with the co-ordination of transfers of accounts to/from other providers, production of illustrations and product literature to support the investment and sales process. Further to this, Charlotte also prepares reviews for Investment Manager client meetings, daily reconciliation processing, daily transaction reporting of market transactions to the FCA and helps to maintain and improve systems and processes.
Outside of work, Charlotte likes to socialise with friends and family and enjoys venturing out to restaurants and bars in Leeds. She also loves to plan nice holidays and attend vintage fairs across the county looking for that next vintage bargain!