Head of Investment Performance
1 month 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 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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Head of Investment Performance
4 weeks 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 client service and administrative support to our Investment Managers and Financial Planners.Key Responsibilities:Provide a quality administration...
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Head of Investment Performance
4 weeks 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 client service and administrative support to our Investment Manager and Financial Planner.Key Responsibilities:Provide a quality administration service...
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Head of Investment Performance
4 weeks 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 client service and administrative support to our Investment Manager and Financial Planner.Key Responsibilities:Provide a quality administration service...
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Head of Investment Performance
4 weeks 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 client service and administrative support to our Investment Managers and Financial Planners.Key Responsibilities:Provide a quality administration...
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Investment Performance Lead
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Leicester, Leicester, United Kingdom Georgiana Head Recruitment Limited Full timeOur client, Georgiana Head Recruitment Limited, is a leading UK-based accountancy firm with a strong presence in Manchester, Leeds, Birmingham, and London. They are seeking a Senior Tax Manager to join their advisory tax team, which provides expert services to high net worth individuals and their families, as well as large property investment portfolios. The...
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Senior Accountancy Manager
1 month ago
Leicester, Leicester, United Kingdom Georgiana Head Recruitment Limited Full timeOur client, Georgiana Head Recruitment Limited, is a leading UK-based accountancy firm with a strong presence in Manchester, Leeds, Birmingham, and London. They are seeking a Senior Tax Manager to join their advisory tax team, which provides expert services to high net worth individuals and their families, as well as large property investment portfolios. The...
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