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Investment Accounts Executive

Posted: 26/03/25
Recruiter:Four Squared Recruitment Ltd
Reference:2920107117
Type:Permanent
Salary:Competitive
Location:Enderby, Leicestershire
Description: Exciting opportunity - Investment Accounts Executive Leicester
£25,000 - £34,000p/a
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:
  • Prepare Client Agreements and Application / Transfer forms in line with the recommendations provided by Suitability Team
  • Open new accounts by preparing and submitting new business applications
  • Liaising with existing providers to arrange transfers
  • Maintaining and updating accurate records
  • Prepare Valuations and Annual Review Packs for client meetings
  • Keep up to date with the global investment markets
  • Support the Investment Manager with the assessment of the Capitals Gains Tax position
  • Providing information to and liaise with investment providers
  • 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

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