Seven Investment Management LLP in London is seeking an Investment Associate to support Investment Directors servicing a panel of IFAs and clients using 7IM's Discretionary and RIS services. You will handle cash reconciliations, transfers, and client queries, and help prepare for reviews and meetings.
You will develop relationships with IFAs and clients, assist with data entry in Lynx CRM, and contribute to achieving growth targets while adhering to FCA rules and 7IM standards.
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Investment Associate — IFA & Client Portfolio Support 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
