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