We have an exciting opportunity to join a well-established Wealth Management firm who are looking for an Investment Accounts Executive to join their developing Investments team.
Previous experience of providing a quality administration service in respect of Investment portfolios is essential for this role, as is a professional and hardworking mind set.
This is a full time role.
Salary range
£22,000 to £28,000 (dependant on relevant knowledge and experience)
Key knowledge, skills and experience required
2 years’ experience in an investment servicing and administration role
To hold or be willing to obtain CII Award/Certificate/Diploma units (or equivalent)
Responsibilities
Provide a quality administration service in respect of the investment portfolios. The team advises on, administers and manages portfolios on both an advisory and discretionary basis, for different types of clients:
Individuals
Self-Invested Pension Schemes (SIPP and SSAS)
Companies
Trusts
Charities
Benefits
24 days holiday plus statutory holidays increasing with service
Hybrid working arrangements available following probationary period.
Investment Administrator, Leicester (JR-1781)
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