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Investment Accounts Executive, Leicester (JR-2017)

£24000 - £30000 plus range of excellent benefits

This well established, client focused Wealth Management firm is looking for an Investment Accounts Executive to join the team.

With AUM in excess of £1bn, this award-winning firm is a great place to be, and they actively encourage employee progression and development.

Providing clients with the highest levels of knowledge, this is demonstrated by their chartered status within the profession. Employees are consistently encouraged and supported to develop technical qualifications.

The role

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.

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
  • 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
  • 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.

Remuneration and benefits

  • Salary - £24,000 to £30,000 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
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: