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Investment Accounts Specialist

2 months ago

Leicester, Leicester, United Kingdom North Oak Recruitment Ltd Full time
{"title": "Investment Accounts Executive", "description": "Job Summary

We 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, maintaining accurate records, and providing technical and administrative support to our Investment Manager and Financial Planner.

Key Responsibilities
  • Establishment of investment accounts, including preparing client agreements and application/transfer forms.
  • Maintaining accurate records, processing changes, and administering investment decisions and recommendations.
  • Providing technical and administrative support to the Investment Manager and Financial Planner.
  • Communicating with clients, providers, accountants, and other professional connections via various methods.
  • Producing bespoke documents as needed.
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 and ability to create and maintain accurate computer-based records.
  • Knowledge of Data Protection legislation and ability to work within level of authority.
  • Knowledge of investments and associated products, as well as good technical knowledge of investments and their use in Financial Planning.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced Investment Accounts Executive looking for a new challenge, please apply with an up-to-date CV.

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