Investment Accounts Executive

This is an excellent opportunity to join our growing business and be a crucial member of the Investments Team. Previous experience in Investment client servicing is essential for this role.

Our business

Having welcomed clients since 1983, the business has grown organically over the years by putting clients at the core of our proposition. By providing excellent service and outcomes for clients we have achieved significant growth and have assets under influence in excess of £1bn.

We strive to recruit, develop, and retain individuals who share our vision and values and who want to make a valuable contribution to the continued success of our business. We encourage staff progression which could ultimately include the future opportunity of taking part in equity ownership in the business subject to business need and individual assessment. A key part of the business’s succession planning has been developing ambitious employees who wish to take part in the most fundamental of ways i.e., partnership.

Our office is based in Enderby, Leicestershire and we service high net worth clients across the UK. We look to build long term client relationships based on trust, professionalism, and support which is echoed in our staff approach. We have been delighted to receive for the second time a “Best Financial Advisor to Work for” award by Professional Advisor, following their review of our company policies and anonymous staff feedback.

We are committed to the highest standards of knowledge and skill as demonstrated by our Chartered Status. Our employees are consistently encouraged and supported to challenge themselves and to develop their qualifications.

Our business has grown on a foundation of excellent service, high standards of advice and a commitment to treating both staff and clients with the utmost respect.

The role

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 a technical and administrative support to the Investment Manager and Financial Planner.

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.
  • Knowledge of investments and associated products.
  • Good technical knowledge of investments and their use in Financial Planning
  • 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
  • Ability to work within level of authority and to refer work when appropriate.

Remuneration and benefits

  • Salary – £24,000 to £30,000 per annum (Dependant 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 discount’s 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

To discuss joining Boolers, please call Katie Lunn, HR Assistant on 0116 240 7064,

alternatively apply today by sending your CV with a covering letter to  

Closing date for applications: 3 May 2024