Private Client Associate

3 weeks ago

Edinburgh, United Kingdom Seven Investment Management Full time

**About The Role**:
**Purpose**

***
Working closely with one or more Private Client Directors to provide support for new and existing
- Discretionary, Wealth Management and Family Office clients.**Responsibilities**
- Support the PCT Directors in ensuring the annual ongoing suitability targets are met by setting up meetings, taking meeting notes where required and completing the relevant post meeting documentation and Statement of Suitability (SOS) for final review
- Support the PCT Directors with initial suitability reports (transfer analysis) across GIAs’ and ISA’s for

new and existing clients- Maintain and update client data across systems on a regular basis through fact finds and client meetings
- Manage own workloads and that of the PCM to ensure the best client experience is provided
- After appropriate training, the Associate will be required to take dealing instructions directly from clients and the Directors for ongoing placement
- After appropriate training, ongoing portfolio management of unitised clients for fees and withdrawals
- Help to input, manipulate and maintain prospect data on Xplan, monitor prospects, generate initial reports and open accounts
- Liaise closely with PCT Client Servicing Team and members of 7IM’s Operations team to ensure full

communication and understanding, minimising errors and maximising service levels- Participate in any projects and relevant business initiatives when required
- Continually look at ways to enhance operational systems and procedures to maximise efficiencies eg

Xplan- Continually suggesting realistic & appropriate improvements and solutions to problems with the Head of Operations (Edinburgh)
- Filing, in accordance with 7IM and FCA procedures
- Subscribing to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives
- Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices
- Other duties, as reasonably required by the line manager and 7IM

**Ot**
**her**
**r**
**e**
**l**
**e**
**v**
**ant in**
**f**
**o**
**r**
**m**
**ati**
**o**
**n**
- Reports into the Head of Operations, Edinburgh

**About You**:
**Skills**
- Accuracy, thoroughness & attention to detail in order to maintain the highest levels of service
- Client focused, with ability to ensure that necessary actions are taken to service clients whilst

maintaining positive relationships externally & internally- Systems learning skills to be able to rapidly understand & use appropriate systems, including accurate inputting of detailed data across a number of different screens and software packages
- Written skills, in order to clearly, concisely and thoroughly present information to clients and PCMs
- Numeracy skills in order to understand, process & check a range of data
- Telephone answering, rapport and relationship building skills in order to rapidly establish a high level of

trust with clients and PCMs & colleagues across the company- Ability to manage expectations & demonstrate a high level of ownership, competence, reliability &
responsiveness- Planning & organisation skills to maximise operational efficiency & service, including appropriate prioritisation
- Flexibility & innovative mindset, in order to be able to handle & support changing, and sometimes conflicting, needs & demands, & to continually improve working practices
- Resilience in order to manage conflicting priorities & demands, ambiguity and demanding work loads
- Personal development focus, taking responsibility (with 7IM) for driving forward both personal &
professional development, in order to maximise effectiveness in this demanding role, and to grow
- within the role, and beyond**Knowledge**
- Understanding of the annual FCA ongoing suitability process and experience providing support with this
- Knowledge of Pershing Nexus and Xplan systems & procedures would be beneficial
- Minimum of 2 years’ experience in a Financial Services company

**Qualifications**
- An industry relevant examination such as CISI IAD / CISI IOC Qualification or working towards this is

desired**Benefits**

Here at 7iM we offer a package of competitive benefits including, but not limited to:

- Competitive company matched pension contributions
- Excellent Vitality private health cover (individual, partner and family options)
- Life insurance options, income protection and death in service benefits
- Competitive family friendly benefits
- Hybrid, flexible working with core hours between 10am and 4pm
- 27 days annual leave plus bank holidays (increases with tenure)
- Subsidised gym membership
- Bike2work scheme

**About Us**:
**About 7IM**

The ‘7’ in 7IM refers to the seven original founders of the business. Back in 2002, they couldn’t find a firm they trusted to manage their families’ money properly - big banks seemed impersonal and greedy, while most boutiques lacked the necessary investment process and structure. They started the kind of organisat

  • Private Client Associate

    2 weeks ago

    Edinburgh, United Kingdom Cross Resourcing Full time

    Private Client Associate 3-6 PQE Edinburgh I am working on an excellent Private Client Associate opportunity in Edinburgh. My client is a very reputable innovative law firm that works with multinational companies, small businesses, families, and individuals in numerous sectors across Scotland, England and beyond. You will join one of the foremost Private...

  • Private Client Associate

    2 months ago

    Edinburgh, United Kingdom Cross Resourcing Full time

    Private Client Associate 3-6 PQE Edinburgh I am working on an excellent Private Client Associate opportunity in Edinburgh. My client is a very reputable innovative law firm that works with multinational companies, small businesses, families, and individuals in numerous sectors across Scotland, England and beyond. You will join one of the foremost Private...

  • Private Client Senior Associate

    5 days ago

    Edinburgh, Edinburgh, United Kingdom Idex Full time

    Are you a driven Private Client Senior Associate/Legal Director who is looking to take your career to new heights? We have an exceptional opportunity for a talented individual to join our clients' esteemed Private Client team.This firm is known for its commitment to excellence, its client-focused approach, and unwavering dedication to delivering top-notch...

  • Private Client Associate/Senior Associate Solicitor

    2 months ago

    Edinburgh, United Kingdom IDEX Consulting Full time

    Are you a driven Private Client Senior Solicitor/Associate who is looking to take your career to new heights? We have an exceptional opportunity for a talented individual to join our clients' esteemed Private Client team. This firm is known for its commitment to excellence, its client-focused approach, and unwavering dedication to delivering top-notch...

  • Private Client Senior Solicitor/Associate

    5 days ago

    Edinburgh, Edinburgh, United Kingdom Idex Full time

    Are you a driven Private Client Senior Solicitor/Associate who is looking to take your career to new heights? We have an exceptional opportunity for a talented individual to join our clients' esteemed Private Client team.This firm is known for its commitment to excellence, its client-focused approach, and unwavering dedication to delivering top-notch legal...

  • Private Client Partner

    1 month ago

    Edinburgh, United Kingdom BCL Legal Full time

    Private Client Partner | Top Scottish firm | Edinburgh A top Scottish law firm is looking to add to their established Private Client team in Edinburgh: **The Firm**: - Well established and growing team - Strong focus on development & progression - Strong culture - High performing and growing team - Strong culture **The Role**: - High quality and high...

  • Private Client, Head of Department

    4 weeks ago

    Edinburgh, United Kingdom BCL Legal Full time

    Private Client, Head of Department | Top Scottish firm | Edinburgh A top Scottish law firm is looking to add to their established Private Client team in Edinburgh **The Firm**: - Established team - Strong culture - High performing and growing team **The Role**: - High quality and high value work - Highly competitive salary - Flexible and Hybrid...

  • Private Client Solicitor

    2 hours ago

    Edinburgh, Scotland, United Kingdom meraki talent ltd Full time

    Private Client SolicitorCheck you match the skill requirements for this role, as well as associated experience, then apply with your CV below.Permanent, Full-timeEdinburghMeraki Talent is partnered with an established, boutique legal firm based in the heart of Edinburgh to assist with recruiting an experienced Private Client Solicitor. This is a full-time,...

  • Private Client Solicitor

    6 days ago

    Edinburgh, United Kingdom BCL Legal Full time

    A top Scottish law firm is looking to add to their established Private Client team in Edinburgh or Glasgow:The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have. The Firm:- Well established and growing team- Forward thinking firm- Strong focus on development & progression-...

  • Private Client, Head of Department

    2 hours ago

    Edinburgh, United Kingdom BCL Legal Full time

    Private Client, Head of Department | Top Scottish firm | Edinburgh A top Scottish law firm is looking to add to their established Private Client team in Edinburgh The Firm: - Established team - Strong culture - High performing and growing team The Role: - High quality and high value work - Highly competitive salary - Flexible and Hybrid working -...

  • Private Client, Head of Department

    2 weeks ago

    Edinburgh, United Kingdom BCL Legal Full time

    Private Client, Head of Department | Top Scottish firm | Edinburgh A top Scottish law firm is looking to add to their established Private Client team in Edinburgh The Firm: - Established team - Strong culture - High performing and growing team The Role: - High quality and high value work - Highly competitive salary - Flexible and Hybrid working -...

  • Private Client Solicitor

    5 days ago

    Edinburgh, Edinburgh, United Kingdom BCL Legal Full time

    A top Scottish law firm is looking to add to their established Private Client team in Edinburgh or Glasgow:The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.The Firm: Well established and growing team Forward thinking firm Strong focus on development & progression...

  • Private Client

    1 month ago

    Edinburgh, United Kingdom BCL Legal Full time

    Private Client Solicitor | 4-12 PQE | Top Scottish firm | Edinburgh4 A top Scottish law firm is looking to add to their established Private Client team in Edinburgh: **The Firm**: - Market leading team - Strong focus on progression - Collaborative environment - Strong culture **The Role**: - Tier 1 team - Highly competitive salary - Hybrid, Flexible &...

  • Head of Private Client

    1 month ago

    Edinburgh, United Kingdom FPSG Connect Full time

    Introduction A real stand out and unique opportunity, we are working with a highly respected and established legal firm to develop their Private Client practice with the appointment at either a Director/Head Of level. Arising as part of continued growth and development, our client has a wealth of experience within this area supported by a diverse client...

  • Private Client Adviser

    5 days ago

    Edinburgh, United Kingdom abrdn Full time

    Job Description At abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

  • Private Client Adviser

    4 days ago

    Edinburgh, United Kingdom ABRDN PLC Full time

    At abrdn, our purpose is to enable our clients to be better investors. Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by enabling clients to...

  • Private Client Adviser

    5 days ago

    Edinburgh, Edinburgh, United Kingdom abrdn Full time

    Job Description At abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

  • Private Client Adviser

    5 days ago

    Edinburgh, United Kingdom abrdn Full time

    Job Description At abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

  • Associate, Private Equity

    3 days ago

    Edinburgh, United Kingdom eFinancialCareers Full time

    **About Columbia Threadneedle Investments** You'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority. Here, you'll find growth and career opportunities across all our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,000 people working...

  • Legal Director Head of Private Client

    5 days ago

    Edinburgh, Edinburgh, United Kingdom meraki talent ltd Full time

    Meraki Talent is delighted to be supporting a reputable boutique Law Firm with the appointment of a Legal Director, for their Private Client Department in Edinburgh.Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first.The CompanyThe firm focuses on property, family, and...