Investment Accounts ExecutiveLeicester (our ref AL1397) hybrid option availableSalary to £33,000 dep on exp + excellent benefitsPrevious experience in investment client servicing is essential for this role.My clientHaving welcomed clients for over 40 years, the business has grown organically by putting clients at the core of their proposition. By providing excellent service and outcomes for clients they have achieved significant growth and now look after in excess of £1bn of client assets. They strive to recruit, develop, and retain individuals who share their vision and values and who want to make a valuable contribution to the continued success of our business. This year they were delighted to receive for the fourth time a "Best Financial Advisor to Work for" award by Professional Advisor, following their review of their company policies and anonymous employee feedback. The role - Investment Accounts ExecutiveTo 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). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Investment Manager and Financial Planner.Main tasks will include:Establishment of Investment AccountsDay to Day Portfolio ManagementCalculationsLiaison, Communications and Record ..... full job details .....