Investment Management Assistant

**About The Role**: **Purpose** **Responsibilities** - Processing letters of authority and obtaining the relevant information from external providers to assist the Paraplanners in writing initial suitability reports - Setting up online access for new and existing clients and assisting with all queries in relation to the My7IM portal - Setting up all...

To act as a client adviser within the 7IM Private Client Team, offering the full range of wealth management solutions available. Responsibilities Relationship Management: You will be responsible for managing and growing your own portfolio of clients. Where necessary, supporting colleagues in the provision of financial planning advice. Wealth...

**About The Role**: **PURPOSE**: To provide administration support to 7IM Private Client Team (PCT) **RESPONSIBILITIES**: - Inputting, manipulating & maintaining data on the 7IM client relationship management systems to assist with opening accounts and general client account administration & maintenance.This includes allocation of new monies, management of...

Job DetailsWe are looking for a highly skilled Financial Paraplanner to join our team at Seven Investment Management LLP. This is an exciting opportunity to work closely with our financial planners, supporting them in delivering high-quality advice to clients.About the RoleThis role involves working with complex advice cases, preparing and writing advice...

Job OverviewWe are seeking a highly skilled and experienced Financial Analysis and Planning Manager to join our team at Seven Investment Management LLP. As a key member of our Private Client Team, you will be responsible for managing client relationships, providing comprehensive wealth management advice, and driving business growth.

Job DescriptionWe are looking for a seasoned Wealth Advisory Manager to lead our Private Client Team in providing exceptional wealth management services to our high net worth clients. As a key member of our team, you will be responsible for delivering comprehensive wealth management solutions, including investment advice, tax planning, and retirement income...

Office Manager and Personal Assistant Role: Office Manager and PA Location: Finchley Road, NW3 Working Hours: Mon-Fri 09:30-18:00 Start Date: ASAP Salary: £35,000 (depending on experience) Contract: Permanent | Full time | Fully office based Bravo Group, a leading property investment, development, and management company based in London, is seeking an...

About the RoleWe are seeking a highly skilled Financial Planning and Wealth Management professional to join our Private Client Team as a Financial Planning and Wealth Management Executive. This is an excellent opportunity for an experienced individual to take on a leadership role in managing complex financial planning needs of high net worth clients.The...

Job OverviewSeven Investment Management LLP is a leading wealth management firm that offers a comprehensive range of financial planning services to its clients. As a Financial Paraplanner, you will play a crucial role in supporting our financial planners in delivering high-quality advice and creating bespoke planning solutions for our clients.About the...

Job DescriptionWe are seeking a highly skilled Financial Paraplanner to join our team at Seven Investment Management LLP. This is an exciting opportunity for an experienced professional to work closely with our financial planners, supporting them in delivering high-quality advice to clients.About the RoleThis role involves working with complex advice cases,...

At Seven Investment Management LLP, we are seeking a highly skilled Financial Paraplanner to join our team. This role is ideal for an individual who wants to grow their career in financial planning and take on new challenges.The estimated salary for this position is £55,000 - £65,000 per annum, depending on experience.We are looking for someone with strong...

**Job Role:** Wealth Management StrategistSeven Investment Management LLP is seeking a highly skilled Wealth Management Strategist to join our team.We offer a competitive salary of £60,000 - £80,000 per annum, depending on experience.Key Responsibilities:Support the development of strategic plans to drive business growth.Conduct industry research and...

**Job Description:** Corporate Development ManagerSeven Investment Management LLP is looking for an experienced Corporate Development Manager to support our corporate development team.We offer a competitive salary of £80,000 - £100,000 per annum, depending on experience.Key Responsibilities:Support strategic projects, including M&A activities and financial...

To act as a client adviser within the 7IM Private Client Team, offering the full range of wealth management solutions available.ResponsibilitiesRelationship Management:You will be responsible for managing and growing your own portfolio of clients.Where necessary, supporting colleagues in the provision of financial planning advice.Wealth Management:To provide...

To act as a client adviser within the 7IM Private Client Team, offering the full range of wealth management solutions available. Responsibilities Relationship Management: You will be responsible for managing and growing your own portfolio of clients. Where necessary, supporting colleagues in the provision of financial planning advice. Wealth...

To act as a client adviser within the 7IM Private Client Team, offering the full range of wealth management solutions available. Responsibilities Relationship Management: You will be responsible for managing and growing your own portfolio of clients. Where necessary, supporting colleagues in the provision of financial planning advice. Wealth...

Sector: Banking and Financial ServicesRole: Assistant Portfolio ManagerOverviewWe're looking for an experienced Investment Manager to join our Wealth Management division known as Cazenove Capital, part of the Schroders group.ResponsibilitiesSupport Portfolio Managers and Directors in managing clients' portfolios, developing relationships of trust, and...

Job Description Summary **Job Description**: Senior Investment Content Consultant People are living longer than ever before, and we’re excited by the opportunities this brings. As a purpose-led business, we’re focused on supporting our customers as they navigate through new stages of their lives and all the moments that matter. We’re here for...

Overview Walter Scott - Investment Operations Assistant Since Walter Scott was established in 1983, our purpose has been to help build prosperity through considered long term investing. We believe the interests of our clients, stakeholders and broader society are best served by an active investment approach that prioritises responsibly managed companies...

Role DescriptionWe are seeking a detail-oriented and organized Investment Operations Assistant to join our team in London. This role will involve supporting the delivery of exceptional client service, ensuring compliance with regulatory requirements, and contributing to business-wide initiatives.About Cazenove CapitalWe are the wealth management business of...