Investment Accounts Executive

Four Squared Recruitment Ltd; Enderby; Hybrid; GBP 25,000 - 34,000; Full time

Job description

Exciting opportunity - Investment Accounts Executive Leicester

Salary: £25,000 - £34,000 p/a

Work Type: Hybrid

Why this role?

We are currently recruiting for an Investment Accounts Executive to work within a well-established Chartered firm of Financial Planners.

What will you be doing?

As the Investment Accounts Executive your responsibilities will mostly consist of:

1. Prepare Client Agreements and Application / Transfer forms in line with the recommendations provided by Suitability Team
2. Open new accounts by preparing and submitting new business applications
3. Liaising with existing providers to arrange transfers
4. Maintaining and updating accurate records
5. Prepare Valuations and Annual Review Packs for client meetings
6. Keep up to date with the global investment markets
7. Support the Investment Manager with the assessment of the Capitals Gains Tax position
8. Providing information to and liaise with investment providers
9. Calculate money weighted return of portfolios for client review packs

Your background:

Educated to A level standard (or equivalent). A minimum of 2 years experience in a financial services administration role and experience in investment client servicing and administration. You will be looking to be part of a forward thinking and expanding firm.

Benefits:

Salary £25,000 - £34,000 p/a (dependent on experience)
Hybrid working scheme after initial training is complete
24 days holiday increasing incrementally
Hours of work - Monday to Thursday 9am to 5pm/Friday 8.30am to 4.30pm
Health cash plan scheme
Life Assurance
Pension
Professional qualifications support & study leave

For more information on this exciting opportunity, please contact Joanne Harris at Four Squared Recruitment.