Current jobs related to Investment Performance Manager - Leicester, Leicester - CleverHR

  • Investment Performance Lead

    3 weeks ago

    Leicester, Leicester, United Kingdom CleverHR Full time

    At CleverHR, we are seeking an Investment Performance Lead to join our team. This role is a fantastic opportunity for a skilled professional to take on a challenging and rewarding position.Key Responsibilities:Provide exceptional administration services to a portfolio of Investment clients, including individuals, Self-Invested Pension Schemes, Companies,...

  • Head of Investment Performance

    1 month ago

    Leicester, Leicester, United Kingdom CleverHR Full time

    Investment Accounts Executive£30,000 plus range of excellent benefitsAbout the RoleCleverHR is seeking an experienced Investment Accounts Executive to join our team. As the in-house contact for clients, you will provide a quality administration service for a portfolio of investment clients, including individuals, Self-Invested Pension Schemes, Companies,...

  • Head of Investment Performance

    1 month ago

    Leicester, Leicester, United Kingdom CleverHR Full time

    Investment Accounts Executive£30,000 plus range of excellent benefitsAbout the RoleCleverHR is seeking an experienced Investment Accounts Executive to join our team. As the in-house contact for clients, you will provide a quality administration service for a portfolio of investment clients, including individuals, Self-Invested Pension Schemes, Companies,...

  • Head of Investment Performance

    4 weeks ago

    Leicester, Leicester, United Kingdom CleverHR Full time

    Investment Accounts ExecutiveCleverHR is seeking an experienced Investment Accounts Executive to join our team. As a key member of our Wealth Management firm, you will be responsible for providing exceptional client service and administrative support to our Investment Managers and Financial Planners.Key Responsibilities:Provide a quality administration...

  • Head of Investment Performance

    4 weeks ago

    Leicester, Leicester, United Kingdom CleverHR Full time

    Investment Accounts ExecutiveCleverHR is seeking an experienced Investment Accounts Executive to join our team. As a key member of our Wealth Management firm, you will be responsible for providing exceptional client service and administrative support to our Investment Manager and Financial Planner.Key Responsibilities:Provide a quality administration service...

  • Head of Investment Performance

    4 weeks ago

    Leicester, Leicester, United Kingdom CleverHR Full time

    Investment Accounts ExecutiveCleverHR is seeking an experienced Investment Accounts Executive to join our team. As a key member of our Wealth Management firm, you will be responsible for providing exceptional client service and administrative support to our Investment Manager and Financial Planner.Key Responsibilities:Provide a quality administration service...

  • Head of Investment Performance

    4 weeks ago

    Leicester, Leicester, United Kingdom CleverHR Full time

    Investment Accounts ExecutiveCleverHR is seeking an experienced Investment Accounts Executive to join our team. As a key member of our Wealth Management firm, you will be responsible for providing exceptional client service and administrative support to our Investment Managers and Financial Planners.Key Responsibilities:Provide a quality administration...

  • Strategic Performance Manager

    4 weeks ago

    Leicester, Leicester, United Kingdom Hastings Direct Full time

    Join Hastings Direct as a Planning Performance ManagerWe're a digital insurance provider with ambitious plans to become the best and biggest in the UK market. Our recent investments in data and tech capabilities have positioned us for significant growth.Key Responsibilities:Develop and implement strategic plans to drive business growth and performanceLead...

  • Strategic Performance Manager

    4 weeks ago

    Leicester, Leicester, United Kingdom Hastings Direct Full time

    Join Hastings Direct as a Planning Performance ManagerWe're a digital insurance provider with ambitious plans to become the best and biggest in the UK market. Our recent investments in data and tech capabilities have positioned us for significant growth.Key Responsibilities:Develop and implement strategic plans to drive business growth and performanceLead...

  • Strategic Performance Manager

    2 weeks ago

    Leicester, Leicester, United Kingdom Hastings Direct Full time

    Job SummaryWe are seeking a highly skilled Strategic Performance Manager to join our team at Hastings Direct. As a key member of our workforce planning team, you will be responsible for owning the monthly planning rhythm, working closely with operational stakeholders to present and gain agreement to monthly outlooks and planning decisions.Key...

  • Business Planning and Performance Manager

    2 weeks ago

    Leicester, Leicester, United Kingdom Samworth Brothers Limited Full time

    About the RoleWe are seeking a highly skilled Business Planning and Performance Manager to join our dynamic team at Samworth Brothers Limited. As a key member of our operations team, you will be responsible for proactively managing and prioritizing the daily workload of our Stock Controllers, ensuring seamless communication with stakeholders and achieving...

  • Commercial Performance Lead

    2 weeks ago

    Leicester, Leicester, United Kingdom Hastings Direct Full time

    Fraud Commercial Manager - Policy ReviewAt Hastings Direct, we're a digital insurance provider with ambitious plans to become the best and biggest in the UK market. We've made huge investments in our data and tech capabilities over the past few years, nurturing our 4Cs culture.We provide insurance for over three million customers, but we know there's even...

  • Ecommerce Performance Specialist

    2 weeks ago

    Leicester, Leicester, United Kingdom NEXT Full time

    The Ecommerce Developments team at NEXT is seeking an Ecommerce Performance Specialist to focus on the health of the platform and drive fixes with associated teams. Based at Head Office in Leicestershire, this role offers a salary from £29,830.As one of the UK's largest fashion retailers and a leading listed company, NEXT sells thousands of world-famous...

  • Strategic Performance Optimization Lead

    4 weeks ago

    Leicester, Leicester, United Kingdom Hastings Direct Full time

    About the RoleWe are seeking a highly skilled Planning Performance Manager to join our team at Hastings Direct.Locations: Bexhill or Leicester (Hybrid) - we offer flexibility in office attendance.About Us: Hastings Direct is a digital insurance provider with ambitious plans to become the UK's leading market player. We've invested heavily in data and...

  • Strategic Performance Optimization Lead

    4 weeks ago

    Leicester, Leicester, United Kingdom Hastings Direct Full time

    About the RoleWe are seeking a highly skilled Planning Performance Manager to join our team at Hastings Direct.Locations: Bexhill or Leicester (Hybrid) - we offer flexibility in office attendance.About Us: Hastings Direct is a digital insurance provider with ambitious plans to become the UK's leading market player. We've invested heavily in data and...

  • Planning Performance Manager

    4 weeks ago

    Leicester, Leicester, United Kingdom Hastings Direct Full time

    Job Title: Planning Performance ManagerAt Hastings Direct, we're seeking a skilled Planning Performance Manager to join our team. As a key member of our workforce planning function, you'll play a critical role in driving business growth and delivering exceptional customer experiences.Key Responsibilities:Owning the monthly planning rhythm, working closely...

  • Planning Performance Manager

    4 weeks ago

    Leicester, Leicester, United Kingdom Hastings Direct Full time

    Job Title: Planning Performance ManagerAt Hastings Direct, we're seeking a skilled Planning Performance Manager to join our team. As a key member of our workforce planning function, you'll play a critical role in driving business growth and delivering exceptional customer experiences.Key Responsibilities:Owning the monthly planning rhythm, working closely...

  • Planning Performance Manager

    3 weeks ago

    Leicester, Leicester, United Kingdom Hastings Direct Full time

    Job SummaryWe are seeking a highly skilled Planning Performance Manager to join our team at Hastings Direct. As a key member of our workforce planning team, you will be responsible for owning the monthly planning rhythm, working with peers to present and gain agreement to monthly outlooks and planning decisions from operational stakeholders.Key...

  • Strategic Performance Manager

    3 weeks ago

    Leicester, Leicester, United Kingdom Hastings Direct Full time

    Unlock Your Potential as a Planning Performance ManagerHastings Direct is a leading digital insurance provider seeking a skilled Planning Performance Manager to drive our growth and success. As a key member of our team, you will play a critical role in shaping our planning and forecasting strategies, ensuring accurate data-driven insights, and delivering...

  • Strategic Performance Manager

    3 weeks ago

    Leicester, Leicester, United Kingdom Hastings Direct Full time

    Unlock Your Potential as a Planning Performance ManagerHastings Direct is a leading digital insurance provider seeking a skilled Planning Performance Manager to drive our growth and success. As a key member of our team, you will play a critical role in shaping our planning and forecasting strategies, ensuring accurate data-driven insights, and delivering...

Investment Performance Manager

2 months ago

Leicester, Leicester, United Kingdom CleverHR Full time
Investment Accounts Executive

£30,000 plus range of excellent benefits

About the Role

CleverHR is seeking an experienced Investment Accounts Executive to join our team. As the in-house contact for clients, you will provide a quality administration service for a portfolio of investment clients, including individuals, Self-Invested Pension Schemes, Companies, Trusts, and Charities.

Key Responsibilities
  • Provide technical and administrative support to the Investment Manager and Financial Planner
  • Communicate effectively with clients, providers, accountants, and other professional connections
  • Manage accurate computer-based records
  • Ensure compliance with Data Protection legislation
What We Offer
  • Discretionary bonus based on business performance
  • Life assurance - 2 x salary
  • Pension - 5% employer contribution, increasing incrementally in recognition of continuous service
  • Holiday - 24 days' increasing incrementally in recognition of continuous service, in addition to all bank and public holidays
  • Health cash plan scheme - Includes support towards everyday healthcare costs, access to a discounts portal, and Employee Assistance Programme
  • Hybrid working scheme - Available following completion of initial training and induction for up to 40% working from home
  • Professional qualifications - Financial support available for study materials and examinations along with study & exam leave
  • Communication and Recognition - Regular staff updates and company events