Investment Accounts Executive
Chartered Wealth Management Firm | Leicestershire
Are you an experienced IFA or Wealth Management Administrator looking for a firm where you can develop, progress, and build a long-term career?


A highly respected, Chartered Wealth Management firm in Leicestershire is seeking an Investment Accounts Executive to join its growing Investment team. The business manages £1bn+ in client assets and works with HNW individuals, pensions (SIPP/SSAS), trusts, companies, and charities.
This is an award-winning, independently owned firm, recognised as one of the Best Financial Advisers to Work For, with a strong focus on internal progression, professional development, and long-term career opportunities.


Salary & Benefits


£30,000 – £33,000 (depending on experience and qualifications)


Discretionary annual bonus
4x salary life assurance
Employer pension contribution from 5% (rising with service)
24 days holiday + bank holidays (increasing with tenure)
Health Cash Plan
Free on-site parking
Full funding and support for professional qualifications (CII)
Clear internal progression pathways


The Role


Setting up and administering investment accounts across platforms such as Pershing, Quilter, and Aviva
Managing cash and in-specie transfers
Maintaining accurate client records (Intelliflo, Excel, Virtual Cabinet)
Producing valuations and annual review packs
Implementing investment changes in line with agreed strategies
Supporting client meetings and post-meeting actions
Invoicing clients in line with agreed fee structures
Providing technical and reporting support to Financial Planners and Investment Managers


Requirements


Working knowledge of ISAs, GIAs, pensions, and investment products
Strong IT skills, including Excel and CRM systems
Good communication and organisational skills