Investment Executive

2 weeks ago

Leicester, United Kingdom Four Squared Full time

**INVESTMENT EXECUTIVE**

**LEICESTER**

**FULL TIME, PERMANENT, OFFICE BASED (HYBRID OFFERED AFTER PROBABTION)**

**£22,000 - £28,000 DEPENDING ON EXPERIENCE**

Four Squared Recruitment are delighted to be working with a leading Leicester based Financial Services organisation to recruit for an Investment Executive on a full time, permanent basis.

**MAIN TASKS**
- Provide administrative support to the Client Adviser and Investment Manager
- Maintain records that meet the requirements of the firm and the regulator.
- Provide an in-house point of contact for the client.
- Maintain a good working relationship with clients via regular communications
- Maintaining awareness of the Investment Strategy of the Investment Committee, including the investment products/funds currently recommended to buy, sell or hold.
- Support the management of investment portfolios on a bespoke basis.
- Administer investment decisions and recommendations in accordance with the strategy of the Investment Committee.
- Keeping up to date with the global investment markets.
- Keeping up to date with the different contracts and investment funds available.
- Placing investment deals and transactions including buying, selling and switching
- Processing new business in a timely fashion and using the diary system.
- Obtaining compliant illustrations for new investments, where legislation requires.
- Communicating with clients, both verbally and in writing, as well as fellow professionals, e.g., accountants and solicitors.
- Preparing valuation statements and annual performance reviews for client meetings, together with recommendations for change, where appropriate.
- Handling client queries.
- Maintaining records of all activities undertaken through various back-office systems.
- Maintaining paperless record system.
- Archiving paper records where required.
- Contribution to the ongoing development of the Investment Team by continually assessing processes and systems

The above list is not exhaustive, and a flexible outlook is therefore essential.

**AREAS OF RESPONSIBILTY**

It is the responsibility of the Investment Accounts Executive to ensure that the work that they undertake complies with legal, financial services and data protection legislation. Appropriate training will be provided. The individual will initially work underclose supervision until deemed competent. Thereafter, supervision will take place, but on a less frequent basis. Ongoing competence will be assessed by performance monitoring. The specific measures are set out later. The individual will not be responsiblefor, or be allowed to provide, financial advice.

**Knowledge & Skills Required**:

- Numerate
- Knowledge of in-house procedures relevant to role
- Knowledge of investment and other financial services legislation relevant to role
- IT skills and knowledge of IT systems and programmes relevant to role
- Input skills
- Knowledge of in-house systems relevant to role
- Knowledge of compliance procedures relevant to role, including the FCA Client Money and Money Laundering regulations
- Ability to work within level of authority and to refer work when appropriate
- Ability to operate an effective diary system
- Ability to maintain an electronic filing system
- Ability to create and maintain accurate and tidy paper and computer-based records

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