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    Investment Executive - Leicester, United Kingdom - Four Squared Recruitment Ltd

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    Part time, Full time
    Description

    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


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