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Exciting opportunity - Investment Accounts Executive – Leicester
£25,000 - £34,000p/a
Hybrid
 
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: 

Prepare Client Agreements and Application / Transfer forms in line with the recommendations provided by Suitability Team
Open new accounts by preparing and submitting new business applications
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
Calculate money weighted return of portfolios for client review packs  
Your background:
Educated to A level standard (or equivalent). A minimum of 2 years’ experience in a financial services administration role and experience in investment client servicing and administration. You will be looking to be part of a forward thinking and expanding firm.   
 
Benefits:
Salary £25,000 - £34,000 p/a (dependent on experience)
Hybrid working scheme after initial training is complete
24 days holiday increasing incrementally
Hours of work - Monday to Thursday 9am to 5pm/Friday 8.30am to 4.30pm
Health cash plan scheme 
Life Assurance 
Pension
Professional qualifications support & study leave

For more information on this exciting opportunity, please contact Joanne Harris at Four Squared Recruitment