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NJR Recruitment
Leicester
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
Job Source: NJR RecruitmentFour 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 SquaredFour 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 LtdCapio 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
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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
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Job Source: In Technology Group LimitedSTRIDE RESOURCE MANAGEMENT LTD
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Corporate Account Executive Leicester Salary - £45,000 - £50,000 Account Executives are instrumental in the strategic management of our clients' relationships. The successful candidate will inherit a book of business circa £200k income and further cultivate an existing book of business, fostering growth by identifying new client opportunities ac
Job Source: STRIDE RESOURCE MANAGEMENT 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
Job Source: Optima UK Inc LtdLeicester
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 team.
Role Overview
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). You will be responsible for maintaining records that meet the requirements of the firm and the regulator and will also provide a technical and administrative support to the Investment Manager and Financial Planner.
Some of the main tasks of your role will be:
Establishment of investment accounts
Prepare Client Agreements and Application / Transfer forms in line with the recommendations provided by our Suitability Team.
Open new accounts by preparing and submitting new business applications
Liaise with existing investment providers and the receiving platform to process transfers over to our investment services
Day to Day Portfolio Management
Maintain accurate records, processing changes: using software (Intelliflo, Virtual Cabinet, Adobe, Excel) and our platform providers (Pershing, Quilter and Aviva).
Prepare Valuations and Annual Review Packs for client meetings, including performance analysis of underlying investments, together with recommendations for change advised by the Investment Manager, where appropriate.
Administer investment decisions and recommendations in accordance with the strategy of the Investment Committee by placing investment deals and transactions including buying, selling and switching, in a timely fashion and using the task management within our CRM, Intelliflo.
Communicating with clients (via telephone, email and letter), as well as fellow professionals, e.g., accountants and solicitors.
Invoice clients in accordance with Client Agreements.
Produce bespoke documents as and when needed / requested.
Knowledge, skills and abilities
Educated to A level standard (or equivalent) as a minimum.
A minimum of 2 years’ experience in Investment client servicing and administration role
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
Ability to work within level of authority and to refer work when appropriate.
Knowledge of the services that the firm provides to clients.
Knowledge of investments and associated products.
Good technical knowledge of investments and their use in Financial Planning
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.
Investment Accounts Executive jobs in Leicester
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