Investment Accounts Executive

www.topfinancialjobs.co.uk - Jobboard; Wirksworth CP; On-site; GBP 25,000 - 34,000; Full time

Job summary

A leading chartered firm of Financial Planners is seeking two Investment Accounts Executives. The role requires SIPP or SSAS experience, focusing on client agreements and portfolio management. Offering a salary of £25,000 - £34,000, with hybrid working post-training.

Qualifications

• Experience in Investment client servicing with SIPP or SSAS.
• Looking to join a forward-thinking and expanding firm.

Responsibilities

• Prepare Client Agreements and Application / Transfer forms.
• Open new accounts by preparing and submitting new business applications.
• Liaise with existing providers to arrange transfers.
• Maintain and update accurate records.
• Prepare Valuations and Annual Review Packs for client meetings.

Skills

Client Servicing

SIPP

SSAS

Administration

Job description

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