Investment Operations Coordinator

12 hours ago


London, Greater London, United Kingdom Seven Investment Management LLP Full time

Job Summary

We are looking for a highly organized and detail-focused Investment Operations Coordinator to join our team at Seven Investment Management LLP. This is an excellent opportunity to develop your skills and knowledge in financial services.

Key Responsibilities

  • Create accurate and timely reports, including Statements of Suitability (SOS) and new business reports.
  • Assist Advisers with new business processing and onboarding journey on the CRM system.
  • Manage prospect data on Xplan, including adviser pipeline.
  • Process dealing instructions from clients and Advisers for ongoing placement.

Benefits

  • A competitive salary of up to £45,000 per annum.
  • A comprehensive training program to enhance your skills and knowledge.

About You

We are seeking someone with excellent communication and organizational skills, who is able to work effectively in a team environment. You should have a strong understanding of financial services and be proficient in MS Word/Excel.



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