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For Companies At a Glance
- Tasks: Support Investment Directors by providing top-notch admin and client service.
- Company: Join a leading investment firm in Edinburgh with a focus on growth.
- Benefits: Competitive salary, career progression, and full support for professional qualifications.
- Why this job: Be the go-to person for clients and IFAs, making a real difference in their investment journey.
- Qualifications: Strong communication skills, attention to detail, and an interest in investment markets.
- Other info: Great opportunity to advance to an Investment Director role with ongoing support.
The predicted salary is between 36000 - 60000 £ 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 (incl 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.
- Foster strong relationships through proactive service, timely responses, and attention to detail.
- 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 their gross new business, revenue and attrition targets.
- Identify opportunities to streamline administrative processes and enhance service quality.
- 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.
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.
Investment Associate (Edinburgh) employer: 7IM
Contact Detail:
7IM Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Associate (Edinburgh)
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world, especially those who know about 7IM. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by researching 7IM and their services. Understand their Discretionary and Retirement Income Services inside out. This will show you’re genuinely interested and ready to hit the ground running.
✨Tip Number 3
Practice your communication skills! As an Investment Associate, you'll be the go-to person for IFAs and clients. Role-play common scenarios with friends or family to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Investment Associate (Edinburgh)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Investment Associate. Highlight any relevant experience in client servicing and administrative support, especially in the financial sector. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your understanding of the IFA marketplace and your passion for investment markets. Let us know why you're excited about joining StudySmarter and how you can contribute to our success.
Showcase Your Attention to Detail: In this role, accuracy is key! Make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their documents are polished and professional, reflecting the high standards we uphold at StudySmarter.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. This way, you can be sure your application reaches us quickly and efficiently. Plus, it shows you're proactive, which is exactly the kind of attitude we love at StudySmarter!
How to prepare for a job interview at 7IM
✨Know Your Stuff
Make sure you understand the role of an Investment Associate and the services offered by 7IM. Brush up on your knowledge of discretionary and retirement income services, as well as the IFA marketplace in the UK. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
Since you'll be acting as a primary point of contact for IFAs and clients, it's crucial to demonstrate your communication skills during the interview. Practice articulating your thoughts clearly and concisely, and be ready to discuss how you've handled client queries or built relationships in previous roles.
✨Highlight Your Attention to Detail
Given the importance of accuracy in this role, be prepared to provide examples of how you've maintained high standards in your work. Discuss any experiences where your attention to detail made a difference, whether it was in managing documentation or ensuring compliance with procedures.
✨Be Ready to Discuss Process Improvement
The job involves identifying opportunities to streamline processes, so think about times when you've successfully improved efficiency in your previous roles. Be ready to share specific examples and the impact they had on service quality, as this will show your proactive approach to problem-solving.
