Investment Accounts Executive

Recruiter
Resource Matters Ltd
Location
Leicester
Salary
From £22,000 to £26,000 per annum
Posted
19 Jul 2019
Closes
21 Jul 2019
Ref
1213192129
Sector
Accountancy
Salary range – £22,000 to £26,000 (dependant on relevant knowledge and experience) Our client has an exciting opportunity for someone to join their developing Investments team. Previous experience of providing a quality administration service in respect of Investment portfolios is essential for this role. Key knowledge, skills and experience required o To hold or be willing to obtain CII Award/Certificate/Diploma units (or equivalent) o 2 years’ experience in an Investment servicing and administration role Responsibilities Provide a quality administration service in respect of the investment portfolios managed by the Investment team. 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 · The majority of investments are traded through online platforms with some holdings held direct and include · Individual Savings Accounts (ISAs) · Exchange Traded Funds (ETFs) · Investment Trusts · Direct Equities (execution only) · Investment Bonds · Trustee Investment Plans · Unit Trusts/OEICs/ICVCs Pension The successful candidate will benefit from a salary to £26000, plus other employee benefits including a company pension

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