Investment Accounts Executive - Four Squared : Job Details

Exciting opportunity - Investment Accounts Executive – Leicester£25,000 - £34,000p/aHybrid Why this role?We are currently recruiting for an Investment Accounts Executive to work within a well-established Chartered firm of Financial Planners. What will you be doing?As the Investment Accounts Executive your responsibilities will mostly consist of: 

• 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

 Your background:Educated to A level standard (or equivalent). A minimum of 2 years’ experience in a financial services administration role and experience in investment client servicing and administration. You will be looking to be part of a forward thinking and expanding firm.    Benefits:Salary £25,000 - £34,000 p/a (dependent on experience)Hybrid working scheme after initial training is complete24 days holiday increasing incrementallyHours of work - Monday to Thursday 9am to 5pm/Friday 8.30am to 4.30pmHealth cash plan scheme Life Assurance PensionProfessional qualifications support & study leaveFor more information on this exciting opportunity, please contact Joanne Harris at Four Squared Recruitment