Investment Accounts Executive – Leicester
£25000 - £34,000p/a
Hybrid
Why this role?
We are currently recruiting for 2 Investment Accounts Executive, with SIPP or SSAS experience, 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:
You will ideally have experience within a similar role with experience in Investment client servicing; SIPP or SSAS and administration and be looking to be part of a forward thinking and expanding firm.
The salary for this position is £25,000 - £34,000p/a (dependant on experience), for a full time permanent position. Hybrid working scheme after initial training is complete.
For more information please contact Joanne Harris at Four Squared Recruitment