Platform Support & Intermediary Relations Lead in London

Platform Support & Intermediary Relations Lead in London

London Full-Time 40000 - 50000 £ / year (est.) No working from home possible
Seven Investment Management

At a Glance

  • Tasks: Provide top-notch support and build relationships with financial planners and wealth managers.
  • Company: Join Seven Investment Management, a leading firm in the finance sector.
  • Benefits: Enjoy a competitive salary and opportunities for professional growth.
  • Other info: Flexible work environment with a focus on service excellence.
  • Why this job: Make a real difference by delivering exceptional service to clients.
  • Qualifications: Knowledge of the UK platform market and strong communication skills required.

The predicted salary is between 40000 - 50000 £ per year.

Seven Investment Management in Greater London seeks a dedicated professional to provide front-line telephone servicing and support for their clients. You will develop strong relationships with financial planners and wealth managers, delivering outstanding service and addressing any queries they have regarding the 7IM platform.

The ideal candidate will possess relevant knowledge of the UK platform market and exhibit strong telephone and interpersonal skills. A flexible attitude and commitment to service excellence are essential for this role.

Platform Support & Intermediary Relations Lead in London employer: Seven Investment Management

Seven Investment Management is an exceptional employer located in the vibrant Greater London area, offering a dynamic work culture that prioritises employee development and service excellence. With a strong focus on building relationships within the financial sector, employees benefit from comprehensive training opportunities and a supportive environment that encourages professional growth. Join us to be part of a team that values dedication and innovation in delivering outstanding client service.

Seven Investment Management

Contact Details:

Seven Investment Management Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Platform Support & 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. 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 Support & Intermediary Relations Lead in London

Telephone Servicing
Client Support
Relationship Building
Interpersonal Skills
Knowledge of UK Platform Market
Service Excellence
Flexibility

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.

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'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

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.

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 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 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.