Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support IFAs and clients with exceptional service and handle administrative tasks.
- Company: Leading investment management firm in Greater London.
- Benefits: Entry-level role with opportunities for career advancement.
- Why this job: Join a dynamic team and build valuable client relationships in finance.
- Qualifications: Understanding of the IFA market and strong communication skills.
- Other info: Great starting point for a career in investment management.
The predicted salary is between 28800 - 43200 £ per year.
A leading investment management firm in Greater London seeks an Investment Associate to provide exceptional support to IFAs and clients. The role involves handling administrative tasks, fostering client relationships, and ensuring compliance.
Ideal candidates will have an understanding of the IFA market and strong communication skills. This entry-level position offers opportunities for advancement within the firm.
Investment Associate: Client Service & Admin in London employer: 7IM
Contact Detail:
7IM Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Associate: Client Service & Admin in London
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment management field, especially those who work with IFAs. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Prepare for interviews by practising common questions related to client service and administration. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your understanding of the IFA market during interviews. Brush up on current trends and challenges in the industry so you can impress potential employers with your knowledge.
✨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 are proactive about their job search.
We think you need these skills to ace Investment Associate: Client Service & Admin in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Investment Associate role. Highlight any relevant experience in client service or administration, and don’t forget to mention your understanding of the IFA market!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and explain why you’re passionate about supporting IFAs and clients. Be genuine and let your personality come through.
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. A polished application shows us you care about quality and professionalism.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at 7IM
✨Know Your IFAs
Before the interview, take some time to research the Independent Financial Advisors (IFAs) that the firm works with. Understanding their needs and how you can support them will show your genuine interest in the role and help you stand out.
✨Showcase Your Communication Skills
Since strong communication is key for this position, prepare examples of how you've effectively communicated in past roles or experiences. Whether it's resolving a client issue or collaborating with a team, having specific anecdotes ready will demonstrate your capabilities.
✨Familiarise Yourself with Compliance
Brush up on the basics of compliance within the investment management sector. Being able to discuss compliance regulations and their importance during the interview will highlight your readiness for the role and your commitment to maintaining high standards.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the firm's culture, growth opportunities, and how they support their clients. This not only shows your enthusiasm but also helps you gauge if the firm is the right fit for you.
