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North Oak Recruitment Ltd
Leicester
Investment Accounts Executive Leicester (Our Ref AL1280) Salary £24,000 - £30,000 dep on exp + benefits My client is an award-winning Pensions and Investments Company, serving high net worth clients across the UK. Due to continued growth, they now have an exciting new opportunity for an individual with previous Investments experience to join their
Job Source: North Oak Recruitment LtdFour Squared Recruitment Ltd
Leicester
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,
Job Source: Four Squared Recruitment LtdFour Squared
Leicester
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, provid
Job Source: Four SquaredCapio Recruitment Insurance
Leicester
Account Executive Location: REMOTE or Leicestershire Salary: £40,000-£60,000+ depending on experience The Company: We are working with an exciting new insurance broker who set up this year with an already established large book of commercial business that the directors have brought with them. They are looking to develop a presence across the UK a
Job Source: Capio Recruitment InsuranceBurton Recruitment
Leicester
Due to ongoing success, our client, a highly respected insurance broker, is actively seeking a tenacious, customer focused and results-driven Account Executive to complement their team. Dealing with a wide number of long standing clients who have strong relationships. You’ll be working closely with a dedicated and capable Account Handling team, wh
Job Source: Burton RecruitmentIn Technology Group Limited
GB
Job Title: Digital Account Executive Location: Warwickshire (Hybrid - 4 days in office) Salary: Up to £30,000 DOE As a Digital Account Executive, you will be responsible for managing client accounts and implementing digital marketing strategies to achieve their goals. This role requires a combination of strategic thinking, client relationship manag
Job Source: In Technology Group LimitedOptima UK Inc Ltd
Lutterworth
Job Title: Commercial Accounts Executive Location: Lutterworth Salary: £35,000 - £38,000per annum dependent on experience Hours: Monday - Friday The Company: Our client is a insurance company dealing with all insurance need sin the commercial sector, and are looking for a commercial accounts executive to join the team, who will be responsible
Job Source: Optima UK Inc LtdOptima UK Inc Ltd
Lutterworth
Job Title: Commercial Accounts Executive Location: Lutterworth Salary: £35,000 - £38,000per annum dependent on experience Hours: Monday - Friday The Company: Our client is a insurance company dealing with all insurance need sin the commercial sector, and are looking for a commercial accounts executive to join the team, who will be responsible for m
Job Source: Optima UK Inc LtdLeicester
Investment Accounts ExecutiveLeicester AreaSalary is up to 30,000
Benefits Discretionary bonus - Based on business performance.Life assurance - 2 x salary.Pension - 5% employer contribution, increasing incrementally in recognition of continuous service.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.Hybrid working scheme Professional qualifications Free parking
NJR Recruitment are again proud to be working in Partnership with a firm of Chartered Financial Planners based in Leicester who are now looking to recruit an Investment Accounts Executive. Offering Discretionary Investment Management permission, they also act as Pension Trustees for their Self Invested Personal Pensions (SIPP) and Small Self-Administered Schemes (SSAS).
The role of Investment Accounts Executive is an excellent opportunity to join their growing business and be a crucial member of the Investments Team. Previous experience in Investment client servicing is essential for this role. The main purpose of the role will 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). You will maintain records that meet the requirements of the firm and the regulator as well as providing a technical and administrative support to the Investment Manager and Financial Planner.
To apply for the role candidates should offer the following;
" A minimum of 2 years' experience in Investment client servicing and administration role" Knowledge of investments and associated products." Good technical knowledge of investments and their use in Financial Planning" Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods - phone, letter, e-mail, etc." Knowledge of Data Protection legislation
NJR 14627
Investment Account Executive jobs in Leicester
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