Investment Administrator

Reference: AL1142

Investment Accounts Executive – Investments Administrator

Leicester (our Ref AL1142)

Salary to £28,000 (dep on experience) + benefits

 Hybrid working – available after qualifying period

My client is a leading UK firm of Pension Scheme Advisors and Wealth Managers and they now have an exciting opportunity for someone to join their developing Investment Team. Previous experience of providing a quality administration service in respect of investment portfolios is essential for this role.

Investment Accounts Executive – Investments Administrator – Responsibilities

Provide a quality administration service in respect of the investment portfolios managed by the Investment Committee. 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

 

Most investments are traded through online platforms with some holdings held direct and include:

 

  • Unit Trusts/OEICs/ICVCs
  • Exchange Traded Funds (ETFs)
  • Investment Trusts
  • Pension funds
  • Life / Insurance funds
  • Direct Equities (execution only)

 

These are then held within the following contracts:

  • General Investment Account
  • Stocks & Shares ISA
  • Investment Bond (onshore and offshore)
  • Trustee Investment Plan
  • Pension

 

Investment Accounts Executive – Investments Administrator- Benefits

 

  • 24 days holiday plus statutory holidays increasing with service
  • Pension scheme
  • 2 x salary life assurance
  • Discretionary bonuses
  • Free parking
  • Hybrid working after initial period

 

If this Investment Accounts Executive – Investments Administrator role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

 

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