Investments Administrator
3 days ago
**Investment Accounts Executive / Investments Administrator**
**Leicester (our Ref AL1173)**
**Salary to £28,000 (dep on experience) + benefits**
**Hybrid working after initial period can be considered**
My client is a leading UK firm of Pension Scheme Advisors and Wealth Managers and they now have an exciting opportunity for an **Investment Accounts Executive / Investmentes Administrator**to join their developing Investment Team. Previous experience of providing a quality administration service in respect of investment portfolios is preferred for this role, however administrativeexperience within a wealth management environment may also be considered.
**Investment Accounts Executive / Investmentes Administrator -** Responsibilities
Provide a quality administration service in respect of the investment portfolios managed by the Investment Committee. 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
Most investments are traded through online platforms with some holdings held direct and include:
- Unit Trusts/OEICs/ICVCs
- Exchange Traded Funds (ETFs)
- Investment Trusts
- Pension funds
- Life / Insurance funds
- Direct Equities (execution only)
These are then held within the following contracts:
- General Investment Account
- Stocks & Shares ISA
- Investment Bond (onshore and offshore)
- Trustee Investment Plan
- Pension
**Investment Accounts Executive / Investmentes Administrator - Benefits**
- 24 days holiday plus statutory holidays increasing with service
- Pension scheme
- 2 x salary life assurance
- Discretionary bonuses
- Free parking
- Hybrid working after probationary period available
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