At a Glance
- Tasks: Support Investment Directors in managing and growing client relationships and portfolios.
- Company: Seven Investment Management, a leading investment firm in the UK.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Great opportunity for career growth in a fast-paced industry.
- Why this job: Join a dynamic team and make a real impact in the investment world.
- Qualifications: Strong analytical skills and a passion for finance.
The predicted salary is between 51750 - 63250 £ per year.
Seven Investment Management in the United Kingdom is seeking an Investment Associate to support Investment Directors in servicing, managing and growing a panel of IFAs and clients who use 7IM's Discretionary Investment and RIS services.
You will assist with portfolio analysis, prepare investment proposals, and support the sign-up of new IFA firms and business.
You will also help with asset transfers, client reviews and tax tasks while building strong client relationships.
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Investment Associate — Discretionary & RIS Services 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
