Investment Account Executive

Investment Accounts Executive
Leicester Area
Salary is up to 30,000

Benefits
Discretionary bonus - Based on business performance.
Life assurance - 2 x salary.
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 - Includes support towards everyday health care costs, access to a discount's portal and 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 a technical and administrative support to the Investment Manager and Financial Planner.

To apply for the role candidates should offer the following;

" A minimum of 2 years' experience in Investment client servicing and 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

NJR 14627