Investment Performance Manager
6 days ago
£30,000 plus range of excellent benefits
About 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, 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
- 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
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Head of Investment Performance
3 days ago
Leicester, Leicester, United Kingdom CleverHR Full timeInvestment 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 administration services to our clients, ensuring their investment portfolios are managed efficiently and effectively.Key Responsibilities:Provide...
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Head of Investment Performance
3 days ago
Leicester, Leicester, United Kingdom CleverHR Full timeInvestment 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 administration services to our clients, ensuring their investment portfolios are managed efficiently and effectively.Key Responsibilities:Provide...
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Investment Performance Head
2 weeks ago
Leicester, Leicester, United Kingdom CleverHR Full timeJob DescriptionCompany OverviewCleverHR is a well-established, client-focused Wealth Management firm with a strong reputation for delivering exceptional results. We are seeking an experienced Investment Accounts Executive to join our team and contribute to our continued success.Job SummaryWe are looking for a highly skilled and motivated individual to...
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Investment Performance Head
2 weeks ago
Leicester, Leicester, United Kingdom CleverHR Full timeJob DescriptionCompany OverviewCleverHR is a well-established, client-focused Wealth Management firm with a strong reputation for delivering exceptional results. We are seeking an experienced Investment Accounts Executive to join our team and contribute to our continued success.Job SummaryWe are looking for a highly skilled and motivated individual to...
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Head of Investment Performance
8 hours ago
Leicester, Leicester, United Kingdom CleverHR Full timeInvestment 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 administration services to our clients, ensuring their investment portfolios are managed efficiently and effectively.Key Responsibilities:Provide...
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Head of Investment Performance
6 hours ago
Leicester, Leicester, United Kingdom CleverHR Full timeInvestment 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 administration services to our clients, ensuring their investment portfolios are managed efficiently and effectively.Key Responsibilities:Provide...
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Investment Portfolio Manager
3 weeks ago
Leicester, Leicester, United Kingdom Four Squared Full timeJob Summary:We are seeking a highly skilled Investment Accounts Executive to join our team at Four Squared Recruitment. As a key member of our financial services team, you will be responsible for providing exceptional client service and administration support for a portfolio of investment clients.Key Responsibilities:Act as the primary point of contact for...
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Investments Administrator
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Investments Administrator
2 weeks ago
Leicester, Leicester, United Kingdom DBCharles Recruitment Full timeJob Summary:We are seeking a highly organized and detail-oriented Investments Administrator to join our team at DBCharles Recruitment. As a key member of our team, you will provide administrative support to our clients and investment teams, ensuring seamless day-to-day operations.Key Responsibilities:Provide administrative support to clients and investment...
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Investment Accounts Specialist
4 days ago
Leicester, Leicester, United Kingdom North Oak Recruitment Ltd Full time{"title": "Investment Accounts Executive", "description": "Job SummaryWe are seeking an experienced Investment Accounts Executive to join our team at North Oak Recruitment Ltd. As an Investment Accounts Executive, you will be responsible for providing a high-quality administration service to our clients, including establishing investment accounts,...
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Investment Accounts Specialist
4 days ago
Leicester, Leicester, United Kingdom North Oak Recruitment Ltd Full time{"title": "Investment Accounts Executive", "description": "Job SummaryWe are seeking an experienced Investment Accounts Executive to join our team at North Oak Recruitment Ltd. As an Investment Accounts Executive, you will be responsible for providing a high-quality administration service to our clients, including establishing investment accounts,...
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Client Services Investment Coordinator
1 month ago
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Investments Administrator
2 weeks ago
Leicester, Leicester, United Kingdom DBCharles Recruitment Full timeJob Summary:We are seeking a highly organized and detail-oriented Investments Administrator to join our team at DBCharles Recruitment. As a key member of our team, you will provide exceptional support to our clients and internal stakeholders, ensuring seamless administration and account management.Key Responsibilities:Provide administrative support to...
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Investments Administrator
2 weeks ago
Leicester, Leicester, United Kingdom DBCharles Recruitment Full timeJob Summary:We are seeking a highly organized and detail-oriented Investments Administrator to join our team at DBCharles Recruitment. As a key member of our team, you will provide exceptional support to our clients and internal stakeholders, ensuring seamless administration and account management.Key Responsibilities:Provide administrative support to...
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Territory Sales Manager
7 days ago
Leicester, Leicester, United Kingdom BMS Performance Full time{"h1": "Territory Account Manager Role at BMS Performance", "p": "At BMS Performance, we are seeking a highly motivated and results-driven Territory Account Manager to join our team. As a key member of our sales team, you will be responsible for building and maintaining relationships with key decision makers within retail stores to drive sales of our vape...
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Territory Sales Manager
6 days ago
Leicester, Leicester, United Kingdom BMS Performance Full time{"h1": "Territory Account Manager Role at BMS Performance", "p": "At BMS Performance, we are seeking a highly motivated and results-driven Territory Account Manager to join our team. As a key member of our sales team, you will be responsible for building and maintaining relationships with key decision makers within retail stores to drive sales of our vape...
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Territory Sales Manager
2 weeks ago
Leicester, Leicester, United Kingdom BMS Performance Full time £32,500About BMS PerformanceWe are a leading provider of route to market services for global brands seeking distribution in the UK. Our unique approach offers a wealth of opportunities for career growth and development.The Role of Territory Account ManagerAs a Territory Account Manager at BMS Performance, you will be responsible for securing new distribution for...
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Territory Sales Manager
2 weeks ago
Leicester, Leicester, United Kingdom BMS Performance Full time £32,500About BMS PerformanceWe are a leading provider of route to market services for global brands seeking distribution in the UK. Our unique approach offers a wealth of opportunities for career growth and development.The Role of Territory Account ManagerAs a Territory Account Manager at BMS Performance, you will be responsible for securing new distribution for...
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Investment Accounts Specialist
6 days ago
Leicester, Leicester, United Kingdom Four Squared Recruitment Ltd Full timeInvestment Accounts Executive =========================== **About the Role** ------------------- We are seeking an experienced Investment Accounts Executive to join our team at Four Squared Recruitment Ltd. As an Investment Accounts Executive, you will be responsible for providing exceptional administration services to a portfolio of investment...
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Investment Accounts Specialist
6 days ago
Leicester, Leicester, United Kingdom Four Squared Recruitment Ltd Full timeInvestment Accounts Executive =========================== **About the Role** ------------------- We are seeking an experienced Investment Accounts Executive to join our team at Four Squared Recruitment Ltd. As an Investment Accounts Executive, you will be responsible for providing exceptional administration services to a portfolio of investment...