Investment Associate - IFA & Client Portfolio Support

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.