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Four Squared Recruitment Ltd
Leicester
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? As the Investment Accounts Executive your responsibilities will mostly consist of: * Being the in-house contact for the client,
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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?
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
Investment Executive jobs in Leicester
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