Investment Account Executive

Investment Accounts Executive
Location: Enderby, Leicestershire
Full time, Hybrid working available
Salary: £25,000 to £33,000 per annum (Dependent on qualifications and experience)

SF Recruitment is working with an established and growing business in the investment sector to find an experienced Investment Accounts Executive. This is an excellent opportunity for a skilled individual with previous experience in investment client servicing to join a dynamic team and support a growing client portfolio.

About the Company
This investment company has been committed to putting clients at the core of their business, helping them achieve significant growth. With a focus on long-term client relationships, professionalism, and excellent service, the company has earned a reputation as one of the best places to work in the industry, having received the "Best Financial Advisor to Work For" award multiple times.
The company values employee development and offers opportunities for career progression, including the potential for equity ownership based on business needs and individual performance.

The Role
As an Investment Accounts Executive, you will be the primary contact for clients, providing top-quality administration support for a range of investment portfolios, including individuals, Self-Invested Pension Schemes (SIPP and SSAS), companies, trusts, and charities.
Key Responsibilities:
- Provide administration support for a portfolio of investment clients, including record keeping and data management.
- Support the Investment Manager and Financial Planner with technical and administrative tasks.
- Maintain accurate, up-to-date client records.
- Communicate effectively with clients, providers, and other professional connections.
- Stay informed on investment products and services, applying them to financial planning.
- Ensure compliance with Data Protection legislation and company procedures.

What We're Looking For:
- Minimum 2 years of experience in client servicing and administration within financial services.
- Knowledge of investment products and their role in financial planning.
- Strong IT and keyboard skills.
- A-level standard education (or equivalent) as a minimum.
- Ability to maintain accurate records and communicate professionally.
- Knowledge of Data Protection legislation.

What's on Offer:
- Competitive salary: £25,000 to £33,000 per annum (based on experience and qualifications).
- Discretionary bonus based on business performance.
- 24 days holiday + bank holidays, increasing with service.
- Health cash plan and Employee Assistance Programme.
- Hybrid working
- Free parking and other company perks.

Why Join?
This is a fantastic opportunity to join a company that values its people and offers a clear path for career growth. With ongoing support for professional qualifications and a focus on employee recognition, you will be well-equipped for success.