Associate Financial Services Leader

24 hours ago


Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full time
Job Description

We are seeking an ambitious and commercially astute Associate Financial Planning Director to join our team. As a key member of our Client Relationship Team, you will be responsible for driving business growth, developing client relationships, and delivering exceptional client experiences.

The successful candidate will have a high degree of private client wealth and investment management knowledge, including portfolio construction, financial planning, asset allocation, and regulatory responsibilities. They will also possess strong verbal and presentational skills, with the ability to clearly communicate complex financial information to clients.

Key Requirements:

  • Experience in private client wealth and investment management
  • Strong commercial awareness and understanding of financial markets
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team


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