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- Tasks: Manage investment accounts and provide top-notch client administration support.
- Company: Established investment firm with a strong client-focused culture.
- Benefits: Competitive salary, bonus potential, health plans, and generous holiday allowance.
- Why this job: Join a growing team and make a real impact in the investment world.
- Qualifications: A-level education and 2 years in investment client servicing required.
- Other info: Hybrid working options and professional development support available.
The predicted salary is between 20000 - 27000 £ per year.
Hybrid option available. Salary to £33,000 depending on experience. Excellent benefits.
Previous experience in investment client servicing is essential for this role.
My client has welcomed clients for over 40 years, growing organically by putting clients at the core of their proposition. By providing excellent service and outcomes for clients, they have achieved significant growth and now look after in excess of £1bn of client assets. They strive to recruit, develop, and retain individuals who share their vision and values and who want to make a valuable contribution to the continued success of the business.
The role: Investment Accounts Executive
To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). Maintaining records that meet the requirements of the firm and the regulator. Also providing technical and administrative support to the Investment Manager and Financial Planner.
Main tasks will include:
- Establishment of Investment Accounts
- Day to Day Portfolio Management
- Calculations
- Liaison, Communications & Record Keeping
- Maintaining in-house relationships - Liaise with and support Financial Planners, Paraplanners, Investment Managers and the Pension Departments.
Knowledge, skills and abilities:
- Educated to A level standard (or equivalent) as a minimum
- A minimum of 2 years experience in investment client servicing and administration role
- Knowledge of the services that the firm provides to clients and of investments and associated products
- IT / keyboard skills
- Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods: phone, letter, e-mail, etc.
- Ability to create and maintain accurate computer-based records.
- Knowledge of Data Protection legislation & the ability to work within level of authority and to refer work when appropriate.
Remuneration and benefits:
- Salary - £25,000 to £33,000 per annum (Dependent on qualifications, knowledge, and experience).
- Discretionary bonus based on business performance.
- Life assurance - 2 x salary.
- Pension - 5% employer contribution, increasing incrementally in recognition of continuous service. Salary sacrifice scheme available.
- Holiday - 24 days increasing incrementally in recognition of continuous service, in addition to all bank and public holidays.
- Health cash plan scheme includes support towards everyday health care costs, access to a discounts portal and Employee Assistance Programme.
- Hours - Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm.
- Hybrid working scheme - Available following completion of initial training and induction for up to 40% working from home.
- Professional qualifications - Financial support available for study materials and examinations along with study & exam leave.
- Communication and Recognition - Regular staff updates and company events.
- Free parking.
If this 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.
Investment Administrator in Leicester employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator in Leicester
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment sector and let them know you're on the hunt for an Investment Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment products and client servicing. Be ready to discuss how your previous experience aligns with the role. We recommend practising common interview questions with a friend or even in front of the mirror!
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your achievements in investment administration. Include examples of how you've successfully managed client accounts or improved processes. This will help you stand out from the crowd when you apply through our website.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Investment Administrator in Leicester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in investment client servicing and any relevant qualifications to show us you’re the right fit for the Investment Accounts Executive position.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background aligns with our values. Don’t forget to mention your understanding of investment products and client servicing!
Show Off Your Communication Skills: Since effective communication is key in this role, make sure your application showcases your ability to communicate clearly and professionally. Whether it’s through your CV or cover letter, let us see your writing skills in action!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture and values!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of investment products and client servicing. Familiarise yourself with the specific services the company offers, as well as any recent news in the investment sector. This will show that you're genuinely interested and prepared.
✨Showcase Your Experience
Prepare to discuss your previous roles in investment client servicing. Have specific examples ready that highlight your skills in administration, communication, and relationship management. This will help demonstrate your capability to handle the responsibilities of the Investment Accounts Executive role.
✨Practice Your Communication Skills
Since this role involves liaising with clients and various departments, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or using online resources to refine your communication style.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared about the company's culture, growth plans, or how they measure success in the role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
