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Investment Accounts Executive

Employer
Resource Matters Ltd
Location
Leicester, UK
Salary
Competitive
Closing date
Aug 23, 2019

View more

Job Role
Financial Accountant
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Investment Accounts Executive Our client, a well known name in the field of Financial Advice/Investment/Pensions, has an exciting opportunity for someone to join their developing Investments team. Previous experience of providing a quality administration service in respect of Investment portfolios is essential for this role. Key knowledge, skills and experience required To hold or be willing to obtain CII Award/Certificate/Diploma units (or equivalent) 2 years' experience in an Investment servicing and administration role

Responsibilities:
Provide a quality administration service in respect of the investment portfolios managed by the Investment team. The Team advises on, administers and manages portfolios on both an advisory and discretionary basis, for different types of clients: Individuals
• Self-Invested Pension Schemes (SIPP and SSAS)
• Companies
• Trusts
• Charities
• The majority of investments are traded through online platforms with some holdings held direct and include
• Individual Savings Accounts (ISAs)
• Exchange Traded Funds (ETFs)
• Investment Trusts
• Direct Equities (execution only)
• Investment Bonds
• Trustee Investment Plans
• Unit Trusts/OEICs/ICVCs Pension. This is a challenging and varied role with lots of opportunity for future progression. Excellent company benefits include pension, bonuses, childcard scheme, etc.

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