Head of Investment Performance

1 month 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 health care costs, access to a discount's 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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