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Head of Investment Performance

2 months ago

Leicester, Leicester, United Kingdom CleverHR Full time
Investment Accounts Executive

CleverHR 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 administration services to our clients, ensuring their investment portfolios are managed efficiently and effectively.

Key Responsibilities:
  • Provide high-quality 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 in their technical and administrative duties.
  • Communicate effectively with clients, providers, accountants, and other professional connections via various methods.
  • Maintain accurate computer-based records and ensure compliance with Data Protection legislation.
Requirements:
  • Minimum of 2 years' experience in Investment client servicing and administration.
  • Knowledge of investments and associated products.
  • Good technical knowledge of investments and their use in Financial Planning.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
What We Offer:
  • Competitive salary and discretionary bonus.
  • Life assurance and pension scheme with employer contribution.
  • 24 days' holiday, increasing incrementally in recognition of continuous service.
  • Hybrid working scheme and professional qualifications support.