Investment Associate — IFA & Client Portfolio Support

Seven Investment Management LLP; Greater London; Vor Ort; GBP 42.000 - 56.000; Vollzeit

Zusammenfassung

Seven Investment Management LLP in London is seeking an Investment Associate to support Investment Directors servicing a panel of IFAs and clients using 7IM's Discretionary and RIS services. You will handle cash reconciliations, transfers, and client queries, and help prepare for reviews and meetings.

You will develop relationships with IFAs and clients, assist with data entry in Lynx CRM, and contribute to achieving growth targets while adhering to FCA rules and 7IM standards.

Qualifikationen

• Experience in discretionary investment management administration is advantageous.
• Experience liaising with IFAs and clients and handling confidential information.
• Ability to input data accurately across multiple screens and software.

Aufgaben

• Provide daily Investment Associate tasks including cash reconciliations, investments, payments, and client queries.
• Serve as first point of contact for client and IFA queries as experience grows.
• Oversee asset setup/transfer for new Discretionary/RIS clients and wind-down processes.
• Assist with portfolio restructuring and investment phasing work.
• Support annual client reviews and documentation preparation.
• Assist with annual client CGT/ISA tax tasks.
• Prepare for new business meetings with investment proposals.

Kenntnisse

Accuracy

Systems learning

Written skills

Numeracy

Phone/relationship skills

Assertiveness & diplomacy

Planning & organizing

Flexibility & innovation

Resilience

Personal development

Ausbildung

CISI Level 4 IAD

Tools

Pershing systems

Lynx CRM

Microsoft Office

Jobbeschreibung

Seven Investment Management LLP in London is seeking an Investment Associate to support Investment Directors servicing a panel of IFAs and clients using 7IM's Discretionary and RIS services. You will handle cash reconciliations, transfers, and client queries, and help prepare for reviews and meetings.

You will develop relationships with IFAs and clients, assist with data entry in Lynx CRM, and contribute to achieving growth targets while adhering to FCA rules and 7IM standards.