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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).
About You
- 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 open doors that applications alone can't.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of the IFA marketplace and investment markets. Show us you’re not just a candidate, but someone who’s genuinely interested in the role and the industry.
✨Tip Number 3
Follow up after interviews with a thank-you note. It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step.
We think you need these skills to ace Investment Associate (Edinburgh)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Associate role. Highlight any relevant experience in client servicing, administrative support, and your understanding of the IFA marketplace. 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 explain why you're passionate about the investment sector and how your skills align with the responsibilities outlined in the job description. Let us know what makes you the perfect fit for 7IM.
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves, so double-check everything before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining the 7IM family!
How to prepare for a job interview at 7IM
✨Know Your Stuff
Make sure you brush up on the IFA marketplace in the UK. Understand the key players, current trends, and how 7IM fits into the picture. This will show your interviewers that you're genuinely interested and knowledgeable about the industry.
✨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. Prepare examples of how you've effectively handled client queries or built relationships in previous roles.
✨Be Detail-Oriented
Highlight your attention to detail during the interview. You might want to share specific instances where your accuracy made a difference, especially in administrative tasks like cash reconciliations or managing documentation.
✨Think Process Improvement
Come prepared with ideas on how to streamline administrative processes. Showing that you can think critically about improving service quality will impress the interviewers and align with their goals for the role.
