Investment Associate: IFA & Client Services Lead

7im; City of Edinburgh; On-site; GBP 30,000 - GBP 40,000; Full time

Job summary

A leading investment management firm is seeking an Investment Associate to support Investment Directors by providing exceptional administrative and service support. Responsibilities include managing client communications, ensuring compliance, and improving processes. The role offers opportunities for career progression to an Investment Director position, subject to qualifications. Ideal candidates will have strong relationship-building skills, attention to detail, and an interest in investment markets.

Qualifications

• Understanding of IFA marketplace in the UK.
• Interest in Investment Markets.
• High attention to detail and accuracy.

Responsibilities

• Act as a primary point of contact for IFAs and clients.
• Manage documentation and maintain accurate records.
• Coordinate communications for service delivery.
• Identify opportunities to streamline processes.
• Ensure compliance with internal procedures.

Skills

Relationship building

Attention to detail

High numeracy skills

High literacy skills

Communication with clients

Job description

A leading investment management firm is seeking an Investment Associate to support Investment Directors by providing exceptional administrative and service support. Responsibilities include managing client communications, ensuring compliance, and improving processes. The role offers opportunities for career progression to an Investment Director position, subject to qualifications. Ideal candidates will have strong relationship-building skills, attention to detail, and an interest in investment markets.