Investment Administrator

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