Graduate Client Services Assistant Edinburgh 2024

4 weeks ago

Edinburgh, Edinburgh, United Kingdom 7IM Full time

"Getting your foot in the door" within the Financial Services/Wealth Management firm might seem like trying to find a needle in a haystack because you think you lack experience in these areas. 7IM are here to break that barrier by proposing a kickstart to your career

Have you ever considered becoming a Financial Planning Director but don't know where to start? Start by becoming a Client Services Assistant. Our Client Services Assistants work closely with our Private Client Directors and/or Financial Planning Directors, to provide support for new advice clients and existing Discretionary, Wealth Management and Family Office Clients.

Programme outline

On this programme individuals will be developing within the role of a Client Services Assistant based in Edinburgh. We will equip them with the knowledge, skills and experiences they will need to deliver excellent service within our Private Client & Financial Planning Teams and make a significant impact in their career.

What will you gain?
  • Knowledge, skills and experience you will need to deliver excellent service within Private Client & Financial Planning teams and make a significant impact in their career.
  • Experience in working processes, standards as well as outlining the skills & knowledge you need to complete the role successfully.
  • A buddy who will help you settle in and navigate the organisation.
  • Support through the CII Diploma in Financial Planning once you have passed your 6 months' probation period.
  • Further study opportunities available through our internal training programmes
  • The same benefits package offered to all staff, including Private Medical Insurance, Pension, Employee Assistance Programme etc.
About you

We are looking for an individual who:

  • Are eager to start their career within the Investment / Wealth Management sector.
  • Are motivated and curious individuals who align with 7IM values.
  • Enjoy working as a team communicate clearly.
  • Hone good communication skills, both oral and written.
  • Can adapt well to a rapidly changing environment and appreciate that gaining knowledge and experience to succeed takes time and hard work.
  • Are ready to hone their relationship management skills while deepening their understanding of wealth management.
  • Accuracy and attention to detail when reviewing reports.
Ready to apply?

Application process
  • Step 1 – CV/Questionnaire: Please register your application and upload your CV to our Hiring portal, along with a covering letter which answer the following questions: How has school life / university life prepared you for a career in this sector? Give examples of when you have provided excellent customer / client service. Tell us something you are passionate about?
  • Step 2 – Video Interview: If your CV is shortlisted, a Video Interview with a members of the Private Client team will be conducted to select candidates for the assessment stage of the process.
  • Step 3 - Assessment: Candidates will be sent an assessment to complete prior to the final interview.
  • Step 4 – In office Interview: If your assessments are successful, you will be invited to an interview with a member of the People & Culture team.
About us

7IM was founded in 2002 by a team of escapees from the world of big corporate finance who wanted to start the kind of organisation they'd like to invest with themselves. Our seven founders gathered in a basement and made plans to care for clients' money by taking a structured and disciplined approach.

Their aim was to achieve steady returns over the long term, always with an eye on risk, using up-to-the-minute technology. They wanted everyone to have access to the sort of service and expertise that institutional investors would expect.

We've evolved on our journey. In 2018, we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multi-asset approach. As part of our long-term growth strategy, we acquired the award-winning London-based financial planning firm Partners Wealth Management (PWM) in 2020, followed by the acquisition of Amicus Wealth, a leading advisory firm that offers a broad spectrum of financial planning expertise, in 2023.

Both PWM and Amicus Wealth will continue to operate as independent companies, retaining their brand, identity and leadership. In 2024, Ontario Teachers' Pension Plan joined us as a major shareholder, backing the current management team to continue and boost 7IM's high-growth story.

Our team, our clients and our funds under management have grown steadily over the years. From our offices in London and Edinburgh, more than 500 talented people manage over £20 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees.

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