Investment Associate

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

Support the 7IM Investment Directors (Intermediary) by providing exceptional administrative and service support to a panel of qualified existing and new IFAs and clients within your region who use the 7IM Discretionary and Retirement Income Services (RIS).

About You

Key Service & Administrative Responsibilities

• Act as a primary point of contact for IFAs and clients.
• Ensure queries are handled promptly and professionally.
• Undertake daily administrative tasks, including cash reconciliations, investments (inc trading), payments, withdrawals, fees, ‘ad hoc’ client & IFA queries.
• Manage documentation and maintain accurate records.
• Coordinate communications to facilitate smooth onboarding and ongoing service delivery .

Relationship Building:

• Foster strong relationships through proactive service, timely responses, and attention to detail.
• Assist in the organisation of meetings incl preparation of review packs, attendance and contribution in meeting where relevant and follow-up with IFAs and clients.
• Support Investment Directors working to new and existing IFA firms to hit there gross new business, revenue and attrition targets .

Process Improvement:

• Identify opportunities to streamline administrative processes and enhance service quality.

Reporting & Compliance:

• Work with Investment Directors to ensure annual suitability reviews are kept up to date and replayed back to clients.
• Ensure compliance with internal procedures and support regulatory requirements.
• Flag and report any business errors in a timely manner.
• Understanding of IFA marketplace in the UK
• Experience of communicating with clients
• Interest in Investment Markets
• High attention to detail / accuracy
• High numeracy and literacy skills

Opportunity to progress to an Investment Director role, subject to successful completion of the CISI IAD (with full support provided) and proven performance as a highly competent Investment Associate.