Investments Account Executive - Leicester, United Kingdom - Four squared recruitment

Four squared recruitment

Verified Company

Leicester, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Lead:

Harriet Ali

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Job Details:

Date:

17/04/2024

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Salary:

- £24,000-£30,000

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Location:

Leicester

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Contract:

Permanent

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Industry:

Finance

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Reference:

HA1161

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Job Description:

Investment Accounts Executive

£24-£30k

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
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 provider

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