- 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 8 hours ago, valid for 14 days
Leicester, Leicestershire LE5 3TB
Full Time
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Sonic Summary
- The Investment Accounts Executive position is available in Leicester with a salary range of £25,000 - £34,000 per annum, depending on experience.
- This role involves preparing client agreements, opening new accounts, and liaising with existing providers for transfers.
- Candidates should have experience in investment client servicing and administration, ideally in a similar role.
- The position is full-time and permanent, with a hybrid working scheme available after initial training.
- For further details, applicants can contact Harriet Ali at Four Squared Recruitment.
