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Investment Administrator, Leicester (JR-1781)

£22000 - £28000 plus excellent benefits
We have an exciting opportunity to join a well-established Wealth Management firm who are looking for an Investment Accounts Executive to join their developing Investments team.  
Previous experience of providing a quality administration service in respect of Investment portfolios is essential for this role, as is a professional and hardworking mind set.
This is a full time role.  
Salary range
£22,000 to £28,000 (dependant on relevant knowledge and experience)
Key knowledge, skills and experience required
2 years’ experience in an investment servicing and administration role
To hold or be willing to obtain CII Award/Certificate/Diploma units (or equivalent) 
Provide a quality administration service in respect of the investment portfolios. The team advises on, administers and manages portfolios on both an advisory and discretionary basis, for different types of clients:
  • Individuals
  • Self-Invested Pension Schemes (SIPP and SSAS)
  • Companies
  • Trusts
  • Charities
  • 24 days holiday plus statutory holidays increasing with service
  • Hybrid working arrangements available following probationary period. 
  • Pension scheme
  • 2 x salary life assurance
  • Discretionary bonuses
  • Free parking
Employment type: 
Employed (Full Time)
Financial Planning
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