- 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 9 hours ago, valid for 16 days
Leicester, Leicestershire LE5 3TB
Full Time
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Sonic Summary
- The position available is for an Investment Accounts Executive located in Leicester.
- The salary for this role ranges from £25,000 to £33,000 per annum, depending on experience.
- The job requires experience in investment client servicing and administration.
- Key responsibilities include preparing client agreements, opening new accounts, and liaising with providers for transfers.
- This is a full-time permanent position with a hybrid working scheme after initial training.
