7IM is seeking an Investment Associate to support Investment Directors in servicing a panel of IFAs and clients within the region utilizing Discretionary Investment and RIS services. You will assist with portfolio analysis, investment proposals, and the setup/transfer of assets while maintaining strong client relationships.
Responsibilities include daily tasks such as cash reconciliations, payments, and responding to client and IFA queries, with opportunities to advance to lead inquiries and
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Investment Associate: Discretionary/RIS Client Growth in London employer: 7IM
At 7IM, we pride ourselves on being an exceptional employer, offering a collaborative work culture that fosters professional growth and development. As a Senior Paraplanner, you will not only play a crucial role in supporting our advisers but also have the opportunity to mentor junior staff, ensuring a rewarding career path in the heart of financial planning. Our commitment to compliance and excellence, combined with a supportive team environment, makes 7IM a fantastic place to build your future.
