Investment Executive in Leicester

Location: Leicester

Salary: £24,000 per year

Recruiter: Four Squared Recruitment

Job Hours: Full-time

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Investment Accounts Executive - LeicesterWhy this role?We are currently recruiting for an Investment Accounts Executive to work within a well-established Chartered firm of Financial Planners.What will you be doing?As the Investment Accounts Executive your responsibilities will mostly consist of: * Being the in-house contact for the client, providing a quality administration service in respect of a portfolio of Investment clients * Preparing client applications and opening new accounts * Liaising with existing providers to arrange transfers * Maintaining and updating accurate records * Prepare Valuations and Annual Review Packs for client meetings * Keep up to date with the global investment markets * Support the Investment Manager with the assessment of the Capitals Gains Tax position * Providing information to and liaise with investment providersYour background:You will ideally have experience within a similar role with experience in Investment client servicing and administration and be looking to be part of a forward thinking and expanding firm.The salary for this position is £24,000 - £30,000p/a (dependant on experience), this is a full time permanent position. Hybrid working scheme after initial training is complete.For more information please contact Harriet Ali at Four Squared RecruitmentA company from Ballards Group

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About Four Squared Recruitment

four-squared.com

Four Squared Recruitment is a specialist financial, sales, marketing, IT and commercial recruitment specialist.

Four Squared Recruitment, specialise in providing comprehensive recruitment solutions for Finance, Sales, Marketing, Commercial and IT roles. Our services cover both temporary and permanent placements. We are firm believers in our mantra: "The right people for the right job." This philosophy drives everything we do, and we won't rest until we find the perfect fit for your unique business needs.

We are part of the Ballards Group, a dynamic organisation that includes Four Squared Recruitment, Ballards LLP, Ballards FS Ltd and Creative Folks. Our shared ethos is to inspire our team to constantly strive for excellence and encourage them to be better, bolder, and braver.

If you're currently looking to fill positions or a role in the following areas, please don't hesitate to contact us:

Finance: Accounts Assistants, Sales Ledger, Purchase Ledger, Credit Control, Payroll, Assistant Accountants, Finance Managers, Management Accounts, Financial Controllers, Finance Directors, CFOs, Heads of Finance.

Marketing & Sales: Marketing Assistant, Sales Assistant, Marketing Trainee, Sales Trainee, Sales Executive, Marketing Executive, Sales Executives, Marketing Manager, Sales Manager, Head of Marketing, Head of Sales, Marketing Director, Sales Director, Sales/Business Development, Account Management, Marketing (print, digital, social media).

Commercial: Receptionists, PAs, Secretaries (medical, legal, general), Customer Service Temps, Office Managers & Coordinators, HR

IT: Software, Infrastructure, IT Support, Data, Testing, Design, and IT Project Management.