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- Tasks: Support Investment Directors by managing queries and enhancing client relationships.
- Company: Dynamic financial services firm based in Edinburgh.
- Benefits: Career progression opportunities, competitive salary, and supportive work environment.
- Why this job: Join a team where your contributions directly impact clients and IFAs.
- Qualifications: Strong communication skills and understanding of the IFA marketplace required.
- Other info: Exciting path to becoming an Investment Director awaits!
The predicted salary is between 36000 - 60000 £ per year.
A financial services firm in Edinburgh seeks an Investment Associate to support their Investment Directors by providing exceptional administrative and service support to Independent Financial Advisers (IFAs) and clients.
Responsibilities include:
- Managing queries, documentation, and relationships
- Process improvements and compliance
Candidates should have:
- Strong communication skills
- Attention to detail
- A solid understanding of the IFA marketplace in the UK
This role offers potential career progression towards an Investment Director position.
Investment Associate: Client & IFA Services, Path to Director 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: Client & IFA Services, Path to Director
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work with IFAs. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client service and compliance, so you can showcase how your skills align with their values during the chat.
✨Tip Number 3
Practice your communication skills! Since this role involves managing queries and relationships, being able to articulate your thoughts clearly will set you apart. Consider mock interviews with friends or mentors.
✨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 & IFA Services, Path to Director
Some tips for your application 🫡
Show Off Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t shy away from showcasing any relevant experience you have in client-facing roles.
Highlight Your Attention to Detail: We love candidates who pay attention to the little things! When filling out your application, double-check for any typos or errors. You might also want to mention specific examples where your attention to detail made a difference in your previous roles.
Demonstrate Your Understanding of the IFA Marketplace: Make it clear that you know your stuff about the IFA marketplace in the UK. You could include insights or trends you've noticed, or even how you've navigated challenges in this area before. It’ll show us you’re serious about the role!
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 gives you a chance to explore more about what we do at StudySmarter!
How to prepare for a job interview at Seven Investment Management LLP
✨Know Your IFAs
Make sure you have a solid understanding of the Independent Financial Adviser (IFA) marketplace in the UK. Research current trends, key players, and common challenges they face. This knowledge will help you demonstrate your expertise and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
Since strong communication is crucial for this position, prepare examples of how you've effectively managed client relationships or resolved queries in the past. Practise articulating your thoughts clearly and confidently, as this will be key during your interview.
✨Attention to Detail is Key
Be ready to discuss how you ensure accuracy in your work. Bring examples of how you've handled documentation or compliance tasks with precision. This will highlight your attention to detail, which is essential for supporting Investment Directors.
✨Demonstrate Process Improvement Mindset
Think about times when you've identified inefficiencies and suggested improvements. Be prepared to share these experiences, as the firm values candidates who can contribute to process enhancements. Showing initiative here can set you apart from other candidates.
