Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Investment Directors by providing top-notch admin and service support to clients and IFAs.
- Company: Join a leading investment firm in Edinburgh with a focus on client relationships.
- Benefits: Competitive salary, career progression opportunities, and full support for professional qualifications.
- Why this job: Be part of a dynamic team and make a real impact in the investment world.
- Qualifications: Strong communication skills, attention to detail, and an interest in investment markets.
- Other info: Great opportunity to progress to an Investment Director role with ongoing support.
The predicted salary is between 36000 - 60000 £ per year.
Support the 7IM Investment Directors (Intermediary) by providing exceptional administrative and service support to a panel of qualified existing and new IFAs and clients within your region who use the 7IM Discretionary and Retirement Income Services (RIS).
Key Service & Administrative Responsibilities
- Act as a primary point of contact for IFAs and clients.
- Ensure queries are handled promptly and professionally.
- Undertake daily administrative tasks, including cash reconciliations, investments (inc trading), payments, withdrawals, fees, ‘ad hoc’ client & IFA queries.
- Manage documentation and maintain accurate records.
- Coordinate communications to facilitate smooth onboarding and ongoing service delivery.
Relationship Building
- Foster strong relationships through proactive service, timely responses, and attention to detail.
- Assist in the organisation of meetings including preparation of review packs, attendance and contribution in meetings where relevant and follow-up with IFAs and clients.
- Support Investment Directors working to new and existing IFA firms to hit their gross new business, revenue and attrition targets.
Process Improvement
- Identify opportunities to streamline administrative processes and enhance service quality.
Reporting & Compliance
- Work with Investment Directors to ensure annual suitability reviews are kept up to date and relayed back to clients.
- Ensure compliance with internal procedures and support regulatory requirements.
- Flag and report any business errors in a timely manner.
Qualifications
- Understanding of IFA marketplace in the UK.
- Experience of communicating with clients.
- Interest in Investment Markets.
- High attention to detail / accuracy.
- High numeracy and literacy skills.
- Opportunity to progress to an Investment Director role, subject to successful completion of the CISI IAD (with full support provided) and proven performance as a highly competent Investment Associate.
Investment Associate (Edinburgh) 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 (Edinburgh)
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world, especially those who know the ins and outs of the IFA marketplace. A friendly chat can lead to opportunities you might not find on job boards.
✨Tip Number 2
Prepare for interviews by researching 7IM and its services. Understand their Discretionary and Retirement Income Services inside out, so you can impress them with your knowledge and show you're genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! Since you'll be the primary point of contact for IFAs and clients, being articulate and professional is key. Role-play common scenarios with a friend to build your confidence.
✨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 take that extra step to connect with us directly.
We think you need these skills to ace Investment Associate (Edinburgh)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Investment Associate. Highlight any relevant experience you have with IFAs, client communication, and administrative tasks. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the investment market and how you can support our Investment Directors. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Attention to Detail: In this role, accuracy is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so show us that you’re meticulous in your application!
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 shows you’re keen to join the StudySmarter team!
How to prepare for a job interview at Seven Investment Management LLP
✨Know Your Stuff
Make sure you understand the role of an Investment Associate and the services offered by 7IM. Brush up on your knowledge of discretionary and retirement income services, as well as the IFA marketplace in the UK. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
Since you'll be the primary point of contact for IFAs and clients, it's crucial to demonstrate your communication skills during the interview. Practice articulating your thoughts clearly and concisely, and be ready to discuss how you've handled client queries or built relationships in the past.
✨Highlight Your Attention to Detail
Given the importance of accuracy in this role, be prepared to provide examples of how you've maintained high standards in your previous work. Discuss any experiences where your attention to detail made a significant difference, especially in administrative tasks or compliance-related activities.
✨Be Ready to Discuss Process Improvements
Think about times when you've identified opportunities to streamline processes or enhance service quality. Be ready to share specific examples during the interview, as this will show your proactive approach and ability to contribute positively to the team at 7IM.
