Seven Investment Management in Edinburgh is seeking a dedicated client support administrator to assist advisers in delivering a high-quality, compliant service to clients. You will coordinate between advisers, providers, and clients, handling calls, emails, and documentation to ensure a smooth advice journey.
You will assist with policy information, data accuracy, compliance paperwork, and processing new business and Life Cover quotations under partner supervision, contributing to a positive
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Wealth Management Client Support Specialist 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
