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- Tasks: Support Investment Directors and clients with administrative tasks and relationship management.
- Company: Dynamic financial services firm based in London.
- Benefits: Career progression opportunities and a supportive work environment.
- Why this job: Join a team where your attention to detail makes a real difference.
- Qualifications: Strong communication skills and understanding of the IFA marketplace.
- Other info: Perfect for those looking to kickstart their career in finance.
The predicted salary is between 28800 - 43200 £ per year.
A financial services firm in London is seeking an Investment Associate to provide administrative and service support to Investment Directors and clients. The ideal candidate will help manage client inquiries, maintain accurate records, and support relationship-building efforts. This role offers opportunities for progression and requires a strong understanding of the IFA marketplace. Ideal for individuals with attention to detail and communication skills.
Investment Associate - IFA & Client Services Lead in City of London employer: Seven Investment Management LLP
Contact Detail:
Seven Investment Management LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Associate - IFA & Client Services Lead in City of London
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial services sector, especially those working as Investment Associates or in client services. Use platforms like LinkedIn to connect and engage with them; you never know who might have a lead on your dream job!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of the IFA marketplace. We recommend researching current trends and challenges in the industry so you can impress your interviewers with your insights and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! Since this role involves managing client inquiries and building relationships, we suggest doing mock interviews with friends or family. This will help you articulate your thoughts clearly and confidently when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive opportunities listed there that you won’t find anywhere else. So, get clicking and let’s land that job together!
We think you need these skills to ace Investment Associate - IFA & Client Services Lead in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and client management. We want to see how your skills align with the role of Investment Associate, so don’t be shy about showcasing your attention to detail and communication prowess!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the IFA marketplace and how you can contribute to our team. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Relevant Experience: When filling out your application, make sure to highlight any previous roles that involved client service or administrative support. We’re looking for candidates who can hit the ground running, so any relevant experience will definitely catch our eye.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Seven Investment Management LLP
✨Know Your IFA Marketplace
Make sure you brush up on your knowledge of the Independent Financial Advisor (IFA) marketplace. Understand current trends, key players, and regulatory changes. This will not only impress your interviewers but also show that you're genuinely interested in the role.
✨Showcase Your Attention to Detail
Since this role requires a keen eye for detail, prepare examples from your past experiences where your attention to detail made a difference. Whether it was managing client records or ensuring accuracy in reports, be ready to discuss how this skill has benefited your previous employers.
✨Practice Your Communication Skills
As you'll be supporting Investment Directors and clients, strong communication skills are a must. Practice articulating your thoughts clearly and concisely. Consider doing mock interviews with friends or family to refine your delivery and ensure you come across as confident and professional.
✨Prepare Questions for Them
Interviews are a two-way street, so prepare thoughtful questions to ask your interviewers. Inquire about their approach to client relationship management or how they support career progression within the firm. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.
