Investment Accounts Executive

North Oak Recruitment; Wirksworth CP; Hybrid; GBP 25,000 - 33,000; Full time

Job summary

A leading company in financial services seeks an Investment Accounts Executive to provide administrative support for investment clients, including SIPP/SSAS and corporate accounts. The role requires effective communication, client servicing experience, and the ability to maintain comprehensive records. The position offers a competitive salary with benefits including a bonus, life assurance, and professional development support.

Benefits

Discretionary bonus

Life assurance - 2 x salary

Pension - 5% employer contribution

24 days holiday + public holidays

Health cash plan scheme

Professional qualifications financial support

Free parking

Qualifications

• Minimum 2 years experience in investment client servicing or financial services administration.
• Knowledge of investments and associated products.
• Ability to maintain accurate records and communicate effectively.

Responsibilities

• Provide quality administration for a portfolio of investment clients.
• Establish Investment Accounts and manage day-to-day portfolio tasks.
• Liaise with Financial Planners and keep accurate records.

Skills

Communication

Client servicing

IT / keyboard skills

Education

A level standard or equivalent

Job description

Investment Accounts Executive

Leicester (our ref AL1351) hybrid option available

Salary to £33,000 dep on exp + excellent benefits

Previous experience in investment client servicing or financial services administration is essential for this role.

My client

Having welcomed clients for over 40 years, the business has grown organically by putting clients at the core of their proposition. By providing excellent service and outcomes for clients they have achieved significant growth and now look after in excess of £1bn of client assets. They strive to recruit, develop, and retain individuals who share their vision and values and who want to make a valuable contribution to the continued success of our business.

The role Investment Accounts Executive

To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Investment Manager and Financial Planner.

Main tasks will include:

• Establishment of Investment Accounts
• Day to Day Portfolio Management
• Calculations
• Liaison, Communications & Record Keeping
• Maintaining in-house relationships - Liaise with and support Financial Planners, Paraplanners, Investment Managers and the Pension Departments.

Knowledge, skills and abilities

• Educated to A level standard (or equivalent) as a minimum
• A minimum of 2 years experience in investment client servicing or financial services administration role
• Knowledge of the services that the firm provides to clients and of investments and associated products
• IT / keyboard skills
• Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods phone, letter, e-mail, etc.
• Ability to create and maintain accurate computer-based records.
• Knowledge of Data Protection legislation & the ability to work within level of authority and to refer work when appropriate.

Remuneration and benefits

• Salary - £25,000 to £33,000 per annum (Dependant on qualifications, knowledge, and experience).
• Discretionary bonus Based on business performance.
• Life assurance - 2 x salary.
• Pension - 5% employer contribution, increasing incrementally in recognition of continuous service. Salary sacrifice scheme available.
• Holiday - 24 days increasing incrementally in recognition of continuous service, in addition to all bank and public holidays.
• Health cash plan scheme Includes support towards everyday health care costs, access to a discount s portal and Employee Assistance Programme.
• Hours - Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm.
• Hybrid working scheme - Available following completion of initial training and induction for up to 40% working from home.
• Professional qualifications Financial support available for study materials and examinations along with study & exam leave.
• Communication and Recognition Regular staff updates and company events.
• Free parking

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.