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For Companies At a Glance
- Tasks: Support Investment Directors by providing top-notch admin and service support to clients and IFAs.
- Company: Join 7IM, a leading investment firm with a focus on innovation and client satisfaction.
- Benefits: Full-time role with opportunities for career progression and professional development support.
- Why this job: Kickstart your finance career while building relationships and making a real impact in the investment world.
- Qualifications: Strong communication skills, attention to detail, and an interest in investment markets.
- Other info: Entry-level position with potential to advance to an Investment Director role.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Investment Associate role at 7IM.
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
- 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.
Relationship Building
- Foster strong relationships through proactive service, timely responses, and attention to detail.
Panel Management
- Assist in the organization of meetings including preparation of review packs, attendance and contribution in meetings where relevant and follow-up with IFAs and clients.
- Support Investment Directors working with new and existing IFA firms to hit their 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.
Seniority Level Entry level
Employment type Full-time
Job Function Finance and Sales
Investment Associate in London employer: 7IM
Contact Detail:
7IM Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Associate in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who know about investment roles. A friendly chat can lead to insider info or even a referral that could land you an interview.
✨Tip Number 2
Prepare for interviews by researching 7IM and understanding their services. Show us you’re genuinely interested in the company and the role by discussing how you can contribute to their goals during the chat.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want to see your personality shine through, so don’t just memorise answers—make them your own!
✨Tip Number 4
Follow up after your interview with a thank-you email. It’s a simple way to show appreciation and keep you fresh in their minds. Plus, it gives you another chance to express your enthusiasm for the role!
We think you need these skills to ace Investment Associate in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Associate role. Highlight any relevant experience you have in finance, client communication, or administrative tasks. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the investment market and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
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 double-check their work, so show us you’re meticulous right from the start!
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, you’ll get to see all the other exciting opportunities we have at StudySmarter!
How to prepare for a job interview at 7IM
✨Know Your Investment Basics
Before the interview, brush up on your knowledge of investment markets and the IFA landscape in the UK. Being able to discuss current trends or recent news will show your genuine interest and understanding of the role.
✨Showcase Your Attention to Detail
Since this role requires high accuracy in administrative tasks, prepare examples from your past experiences where your attention to detail made a difference. This could be anything from managing records to ensuring compliance with procedures.
✨Practice Your Communication Skills
As a primary point of contact for IFAs and clients, effective communication is key. Practice articulating your thoughts clearly and concisely. Consider role-playing common scenarios you might encounter in the role to build confidence.
✨Demonstrate Your Problem-Solving Abilities
Think of instances where you've identified process improvements or resolved client queries efficiently. Be ready to discuss these examples during the interview to highlight your proactive approach and ability to enhance service quality.
