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Form of workInvestment Accounts Executive
Leicester (Our Ref AL1280)
Salary £24,000 - £30,000 dep on exp + benefits
My client is an award-winning Pensions and Investments Company, serving high net worth clients across the UK. Due to continued growth, they now have an exciting new opportunity for an individual with previous Investments experience to join their team.
Role Overview
To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of Investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). You will be responsible for maintaining records that meet the requirements of the firm and the regulator and will also provide a technical and administrative support to the Investment Manager and Financial Planner.
Some of the main tasks of your role will be:
Establishment of Investment Accounts
- Prepare Client Agreements and Application / Transfer forms in line with the recommendations provided by our Suitability Team.
- Open new accounts by preparing and submitting new business applications
- Liaise with existing investment providers and the receiving platform to process transfers over to our investment services
Day to Day Portfolio Management
- Maintain accurate records, processing changes: using software (Intelliflo, Virtual Cabinet, Adobe, Excel) and our platform providers (Pershing, Quilter and Aviva).
- Prepare Valuations and Annual Review Packs for client meetings, including performance analysis of underlying investments, together with recommendations for change advised by the Investment Manager, where appropriate.
- Administer investment decisions and recommendations in accordance with the strategy of the Investment Committee by placing investment deals and transactions including buying, selling and switching, in a timely fashion and using the task management within our CRM, Intelliflo.
- Communicating with clients (via telephone, email and letter), as well as fellow professionals, e.g., accountants and solicitors.
- Invoice clients in accordance with Client Agreements.
- Produce bespoke documents as and when needed / requested.
Knowledge, skills and abilities
- Educated to A level standard (or equivalent) as a minimum.
- A minimum of 2 years’ experience in Investment client servicing and administration role
- IT / keyboard skills
- Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods - phone, letter, e-mail, etc.
- Ability to create and maintain accurate computer-based records.
- Knowledge of Data Protection legislation
- Ability to work within level of authority and to refer work when appropriate.
- Knowledge of the services that the firm provides to clients.
- Knowledge of investments and associated products.
- Good technical knowledge of investments and their use in Financial Planning
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
