Seven Investment Management seeks an Investment Associate to support Investment Directors with servicing qualified IFAs and clients in its RIS and Discretionary services. You will manage cash reconciliations, transfers, and portfolio activities within a regional panel.
As you gain experience, you’ll be the go-to contact for client/IFA queries, assist in annual reviews, and help drive new business and revenue targets while adhering to FCA Consumer Duty principles.
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Investment Associate: Client & IFA Growth employer: Seven Investment Management
Seven Investment Management is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of the UK. Employees benefit from comprehensive professional development opportunities, competitive remuneration, and a supportive environment that prioritises work-life balance, making it an ideal place for those looking to grow their careers in investment management.
Contact Details:
Seven Investment Management Recruitment Team
