- Prepare Client Agreements and Application / Transfer forms in line with the recommendations provided by Suitability Team
- Open new accounts by preparing and submitting new business applications
- Liaising with existing providers to arrange transfers
- Maintaining and updating accurate records
- Prepare Valuations and Annual Review Packs for client meetings
- Keep up to date with the global investment markets
- Support the Investment Manager with the assessment of the Capitals Gains Tax position
- Providing information to and liaise with investment providers
- Calculate money weighted return of portfolios for client review packs
Back to searchInvestment Accounts Executive
Four Squared
Posted 7 days ago, valid for a month
Leicester, Leicestershire LE5 3TB
Full Time
Life Insurance
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Sonic Summary
- An exciting opportunity for an Investment Accounts Executive is available in Leicester, offering a salary between £25,000 and £34,000 per annum.
- The role involves preparing client agreements, opening new accounts, and liaising with existing providers for transfers.
- Candidates should have a minimum of 2 years’ experience in a financial services administration role, specifically in investment client servicing.
- The position allows for hybrid working after the initial training period and includes benefits such as 24 days of holiday and a health cash plan scheme.
- Interested applicants can contact Joanne Harris at Four Squared Recruitment for more information.
