Investment Executive
Job Details
Full Job Description
Investment Accounts Executive - Leicester
Why this role?
We are currently recruiting for an Investment Accounts Executive to work withina 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