Investment Accounts Executive
Location: Enderby, Leicestershire
Full time, Hybrid working available
Salary: £25,000 to £33,000 per annum (Dependent on qualifications and experience)
SF Recruitment is working with an established and growing business in the investment sector to find an experienced Investment Accounts Executive. This is an excellent opportunity for a skilled individual with previous experience in investment client servicing to join a dynamic team and support a growing client portfolio.
About the Company
This investment company has been committed to putting clients at the core of their business, helping them achieve significant growth. With a focus on long-term client relationships, professionalism, and excellent service, the company has earned a reputation as one of the best places to work in the industry, having received the "Best Financial Advisor to Work For" award multiple times.
The company values employee development and offers opportunities for career progression, including the potential for equity ownership based on business needs and individual performance.
The Role
As an Investment Accounts Executive, you will be the primary contact for clients, providing top-quality administration support for a range of investment portfolios, including individuals, Self-Invested Pension Schemes (SIPP and SSAS), companies, trusts, and charities.
Key Responsibilities:
- Provide administration support for a portfolio o...