At a Glance
- Tasks: Provide top-notch support to clients and manage queries from financial professionals.
- Company: Seven Investment Management LLP, a leading investment firm in Greater London.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Fast-paced environment with a focus on compliance and client satisfaction.
- Why this job: Join a dynamic team and make a real difference in client relationships.
- Qualifications: Strong communication skills and experience in client service or finance.
The predicted salary is between 37800 - 46200 £ per year.
Seven Investment Management LLP in Greater London is looking for a client-service professional to provide office-based frontline telephone support for the 7IM platform clients. You will manage queries from financial planners and wealth managers and build strong relationships to maintain high service levels. Collaborating with Platform Relationship Managers and Operations, you will ensure timely responses, accurate data handling, and compliance with FCA Consumer Duty principles while improving.
Platform Service & Intermediary Relations Lead in London 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
StudySmarter Expert Advice🤫
We think this is how you could land Platform Service & Intermediary Relations Lead in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Seven Investment Management LLP. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Platform Service & Intermediary Relations Lead in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Seven Investment Management LLP.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Seven Investment Management LLP's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Seven Investment Management LLP
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Seven Investment Management LLP.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Seven Investment Management LLP will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Seven Investment Management LLP employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
