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Investment Accounts Executive, Leicester (SK-1195)

£22000 - £26000 plus 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.

Key knowledge, skills and experience required

  • To hold or be willing to obtain CII Award/Certificate/Diploma units
  • 2 years’ experience in an Investment servicing and administration role


Provide a quality administration service in respect of the investment portfolios managed by the Investment team. 

The Team advises on, administers and manages portfolios on both an advisory and discretionary basis, for different types of clients, including Individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts and Charities

The majority of investments are traded through online platforms with some holdings held direct.


  • Competitive salary
  • 24 days holiday plus statutory holidays increasing in recognition of service
  • Pension scheme
  • 2 x salary life assurance
  • Discretionary bonuses
  • Free parking

For more info or to apply please get in touch on 01173 790818.


Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: