Seven Investment Management LLP is seeking an Investment Associate support role to assist Investment Directors with portfolio analysis, investment proposals and client servicing within the Discretionary and RIS framework. The role focuses on strengthening relationships with IFAs and clients in the Greater London region.
You will help with daily cash reconciliations, investments, payments and client inquiries, and contribute to annual client reviews and tax tasks while maintaining CRM records
#J-18808-Ljbffr
Investment Associate — Discretionary & RIS Services employer: Seven Investment Management LLP
7IM is an exceptional employer that prioritises employee growth and development, offering comprehensive support for professional qualifications while fostering a collaborative and inclusive work culture. Located in a vibrant region, our team enjoys a dynamic environment where innovation thrives, and employees are encouraged to build meaningful relationships with clients and colleagues alike. With a strong commitment to service excellence and adherence to FCA principles, 7IM provides a rewarding career path for those looking to make a significant impact in the investment sector.
Contact Details:
Seven Investment Management LLP Recruitment Team
