At a Glance
- Tasks: Support Advisers, onboard new clients, and process payments and account updates.
- Company: Seven Investment Management, a leading firm in wealth management.
- Benefits: Gain valuable experience in finance with a supportive team environment.
- Other info: Perfect for school leavers or graduates looking for their first professional role.
- Why this job: Kickstart your career in finance and make a real difference for clients.
- Qualifications: Strong numeracy, organisation, and communication skills required.
The predicted salary is between 35000 - 40000 £ per year.
Seven Investment Management in the United Kingdom is seeking a motivated candidate to support Advisers and onboard new clients.
This role is well suited for school leavers or graduates seeking their first professional opportunity.
Key duties include processing payments, transfers, and account updates, producing client reports and supporting the team with new business forms.
Strong numeracy, organisation, and communication skills are essential.
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Entry-Level Wealth Management Client Services Associate employer: Seven Investment Management
Seven Investment Management is an excellent employer, offering a dynamic work culture that fosters innovation and collaboration in the heart of the financial sector. Employees benefit from comprehensive professional development opportunities, competitive remuneration, and a commitment to work-life balance, all while contributing to cutting-edge projects in hybrid cloud networking and infrastructure. With a focus on employee well-being and growth, this role provides a meaningful chance to make a significant impact within a forward-thinking organisation.
Contact Details:
Seven Investment Management Recruitment Team
