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Investments Account Executive

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Harriet Ali - Four Squared Recruitment

Harriet Ali

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Job Description

Investment Accounts Executive



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 provider

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 £24,000 – £30,000p/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

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