Investment Accounts Executive - 2 vacancies available

We have an exciting opportunity for 2 individuals to join our developing Investment Team. Previous experience in providing a quality administration service in respect of investment portfolios is essential for this role.

Salary range

£22,000 to £28,000 (dependant on relevant knowledge and experience)

Key knowledge, skills and experience required

  • 2 years’ experience in an investment servicing and administration role
  • To hold or be willing to obtain CII Award/Certificate/Diploma units (or equivalent)

Responsibilities

Provide a quality administration service in respect of the investment portfolios managed by Boolers 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

Benefits

  • 24 days holiday plus statutory holidays increasing with service
  • Hybrid working arrangements available following probationary period.
  • Pension scheme
  • 2 x salary life assurance
  • Discretionary bonuses
  • Health Shield Cash Plan
  • Free parking

Applications

If you require further information on this role contact Blake Beardsley, Investments Team Leader, on 0116 240 7079 or email: bbeardsley@boolers.co.uk

If you wish to apply for the role then please send a copy of your CV together with a cover letter to tking@boolers.co.uk