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Investment Accounts Specialist

2 months ago

Enderby, Leicestershire, United Kingdom North Oak Recruitment Full time
Job Description

Role Overview

We are seeking an experienced Investment Accounts Specialist to join our team at North Oak Recruitment. As an Investment Accounts Specialist, you will be responsible for providing a high-quality administration service to our clients, including individuals, Self-Invested Pension Schemes, Companies, Trusts, and Charities.

Key Responsibilities

  • Establishment of investment accounts, including preparing client agreements and application/transfer forms in line with the recommendations provided by our suitability team.
  • Open new accounts by preparing and submitting new business applications.
  • Liaise with existing investment providers and the receiving platform to process transfers over to our investment services.

Day-to-Day Portfolio Management

  • Maintain accurate records, processing changes using software (Intelliflo, Virtual Cabinet, Adobe, Excel) and our platform providers (Pershing, Quilter, and Aviva).
  • Prepare valuations and annual review packs for client meetings, including performance analysis of underlying investments, together with recommendations for change advised by the investment manager, where appropriate.
  • Administer investment decisions and recommendations in accordance with the strategy of the investment committee by placing investment deals and transactions, including buying, selling, and switching, in a timely fashion and using the task management within our CRM, Intelliflo.
  • Communicate with clients and fellow professionals, such as accountants and solicitors.
  • Invoice clients in accordance with client agreements.
  • Produce bespoke documents as and when needed/requested.

Requirements

  • Educated to A-level standard (or equivalent) as a minimum.
  • A minimum of 2 years' experience in investment client servicing and administration role.
  • IT/keyboard skills.
  • Ability to communicate effectively with clients, providers, accountants, and other professional connections via various methods.
  • Ability to create and maintain accurate computer-based records.
  • Knowledge of data protection legislation.
  • Ability to work within the level of authority and to refer work when appropriate.
  • Knowledge of the services that the firm provides to clients.
  • Knowledge of investments and associated products.
  • Good technical knowledge of investments and their use in financial planning.