Investment Accounts Executive
Leicester (Our Ref AL1309)
Salary £24,000 - £32,000 dep on exp + benefits
My client is an award-winning Pensions and Investments Company, serving high net worth clients across the UK. Due to continued growth, they now have an exciting new opportunity for an individual with previous Investments experience to join their team.
Role Overview
To 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 be responsible for maintaining records that meet the requirements of the firm and the regulator and will also provide a technical and administrative support to the Investment Manager and Financial Planner.
Some of the main tasks of your role will be:
Establishment of investment accounts
* Prepare Client Agreements and Application / Transfer forms in line with the recommendations provided by our Suitability Team.
* Open new accounts by preparing and submitting new business applications
* Liaise with existing investment providers and the receiving platform to process transfers over to our investment services
Day to Day Portfolio Management...