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?
1. Being the in-house contact for the client, providing a quality administration service in respect of a portfolio of Investment clients.
2. Preparing client applications and opening new accounts.
3. Liaising with existing providers to arrange transfers.
4. Maintaining and updating accurate records.
5. Preparing Valuations and Annual Review Packs for client meetings.
6. Keeping up to date with the global investment markets.
7. Supporting the Investment Manager with the assessment of the Capital Gains Tax position.
8. Providing information to and liaising 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 - £30,000 p/a (dependent on experience). This is a full-time permanent position with a hybrid working scheme after initial training is complete.
For more information please contact Harriet Ali at Four Squared Recruitment.
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