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Investment Accounts Executive
NJR Recruitment Ltd
East Midlands, Leicester
On-site
GBP 30,000 - 50,000
Full time
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Job summary
An established industry player is seeking an Investment Accounts Executive to join their dynamic Investments Team. This role is pivotal in delivering exceptional client service for a diverse portfolio, including individuals and various investment schemes. The ideal candidate will possess a minimum of two years' experience in investment client servicing, showcasing strong technical knowledge and effective communication skills. This is a fantastic opportunity to contribute to a growing business while enjoying a supportive hybrid working environment and a range of attractive benefits. If you're passionate about investments and client service, this role is for you!
Benefits
Qualifications
- Minimum 2 years' experience in Investment client servicing or IFA Administration.
- Good technical knowledge of investments and effective communication skills.
Responsibilities
- Provide quality administration service for a portfolio of Investment clients.
- Maintain records meeting firm and regulatory requirements.
Skills
Job description
Benefits
Discretionary bonus
Life assurance
Pension - 5% employer contribution, increasing incrementally in recognition of continuous service
Holiday - 24 days' increasing incrementally in recognition of continuous service, in addition to all bank and public holidays
Health cash plan scheme
Employee Assistance Programme
Hybrid working scheme
Professional qualifications
Free parking
NJR Recruitment are again proud to be working in Partnership with a firm of Chartered Financial Planners based in Leicester who are now looking to recruit an Investment Accounts Executive. Offering Discretionary Investment Management permission, they also act as Pension Trustees for their Self Invested Personal Pensions (SIPP) and Small Self-Administered Schemes (SSAS).
The role of Investment Accounts Executive is an excellent opportunity to join their growing business and be a crucial member of the Investments Team. Previous experience in Investment client servicing is essential for this role. The main purpose of the role will be the in-house contact for the client, providing a quality administration service in respect of a portfolio of Investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). You will maintain records that meet the requirements of the firm and the regulator as well as providing technical and administrative support to the Investment Manager and Financial Planner.
Minimum Requirements:
- A minimum of 2 years' experience in Investment client servicing and/or an IFA Administration role
- Knowledge of investments and associated products
- Good technical knowledge of investments and their use in Financial Planning
- Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods - phone, letter, e-mail, etc.
- Knowledge of Data Protection legislation
For further information and to be considered for this exciting opportunity, please contact one of our specialist consultants quoting REF: NJR-15675.
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