Investment Performance Lead

4 weeks ago


Leicester, Leicester, United Kingdom CleverHR Full time

At CleverHR, we are seeking an Investment Performance Lead to join our team. This role is a fantastic opportunity for a skilled professional to take on a challenging and rewarding position.

Key Responsibilities:
  • Provide exceptional administration services to a portfolio of Investment clients, including individuals, Self-Invested Pension Schemes, Companies, Trusts, and Charities.
  • Support the Investment Manager and Financial Planner with technical and administrative tasks.
  • Develop and maintain accurate computer-based records.
  • Communicate effectively with clients, providers, accountants, and other professional connections.

We offer a competitive salary, discretionary bonus, life assurance, pension, holiday, health cash plan scheme, and hybrid working scheme. Professional qualifications are also supported.

Our company values employee progression and development, and we encourage our team members to grow and succeed.



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