Investment Executive

Investment Accounts Executive - Leicester

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:

• Being the in-house contact for the client, providing a quality administration service in respect of a portfolio of Investment clients
• Preparing client applications and opening new accounts
• 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

Your background:

You will ideally have experience within a similar role with experience in Investment client servicing and administration and be looking to be part of a forward thinking and expanding firm.

The salary for this position is £24,000 - £30,000p/a (dependant on experience), this is a full time permanent position. Hybrid working scheme after initial training is complete.

For more information please contact Harriet Ali at Four Squared Recruitment

A company from Ballards Group