Investment Associate

1 week ago

London, Greater London, United Kingdom Seven Investment Management Full time £35,000 - £45,000 per year


Overview

Support the 7IM Investment Directors (Intermediary) by providing exceptional administrative and service support to a panel of qualified existing and new IFAs and clients within your region who use the 7IM Discretionary and Retirement Income Services (RIS).
 
Key Service & Administrative Responsibilities
 
Client Servicing & Administrative Support:
  • Act as a primary point of contact for IFAs and clients.
  • Ensure queries are handled promptly and professionally.
  • Undertake daily administrative tasks, including cash reconciliations, investments (inc trading), payments, withdrawals, fees, 'ad hoc' client & IFA queries.
  • Manage documentation and maintain accurate records.
  • Coordinate communications to facilitate smooth onboarding and ongoing service delivery.  
Relationship Building: 
  • Foster strong relationships through proactive service, timely responses, and attention to detail.

Panel Management: 
  • Assist in the organisation of meetings incl preparation of review packs, attendance and contribution in meeting where relevant and follow-up with IFAs and clients.
  •  Support Investment Directors working to new and existing IFA firms to hit there gross new business, revenue and attrition targets.

Process Improvement: 
  •  Identify opportunities to streamline administrative processes and enhance service quality.

Reporting & Compliance: 
  •  Work with Investment Directors to ensure annual suitability reviews are kept up to date and replayed back to clients. 
  •  Ensure compliance with internal procedures and support regulatory requirements.
  •  Flag and report any business errors in a timely manner.
 

About You

Beneficial skills
  •  Understanding of IFA marketplace in the UK
  • Experience of communicating with clients
  • Interest in Investment Markets
  • High attention to detail / accuracy
  • High numeracy and literacy skills
 
Opportunity to progress to an Investment Director role, subject to successful completion of the CISI IAD (with full support provided) and proven performance as a highly competent Investment Associate.

About Us

Not Specified

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