Investment Services Executive

Reed Specialist Recruitment are proud to be representing a multi-award winning financial technology company, who are looking for an Investment Services Executive to join their team in Salisbury on a hybrid basis. 

The successful applicant will be responsible for the investment servicing and administration of the company's in-house WRAP product, which includes Pensions, ISAs, General Investment Accounts and Offshore bonds which are invested in a wide range of collectives and unit trusts. You will also be supporting a variety of adviser firms, clients and other third parties who use the product by resolving their queries, building their platform knowledge and maximising their customer experience and journey. 

To be considered for the role, you will need to be IT savvy, experienced in customer service and ideally have previous experience in the financial services industry. Any experience in Pension or ISA, SIPP or WRAP products would be hugely beneficial. 

In return, the successful applicant will receive the following - 

- Basic salary up to £27,000 depending on experience

- Hybrid working 

- 34 days holiday per year including bank holiday, with the option to buy or sell up to 5 additional days per year

- Private Medical Scheme 

- Life assurance and Income Protection schemes

- Group contributory pension scheme

- Supported and encouraged professional development

- Wellbeing day, season ticket loans, foundation day and much more.

If you're interesting in applying for this role, please follow the link provided or contact me directly at