Investment executive

Investment Accounts Executive - Leicester 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: * Being the in-house contact for the client, providing a quality administration service in respect of a portfolio of Investment clients * Preparing client applications and opening new accounts * 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 Your background: You will ideally have experience within a similar role with experience in Investment client servicing and administration and be looking to be part of a forward thinking and expanding firm. The salary for this position is GBP24,000 - GBP30,000p/a (dependant on experience), this is a full time permanent position. Hybrid working scheme after initial training is complete. For more information please contact Harriet Ali at Four Squared Recruitment A company from Ballards Group