Investment Associate: Client & IFA Growth

Seven Investment Management seeks an Investment Associate to support Investment Directors with servicing qualified IFAs and clients in its RIS and Discretionary services. You will manage cash reconciliations, transfers, and portfolio activities within a regional panel.

As you gain experience, you'll be the go-to contact for client/IFA queries, assist in annual reviews, and help drive new business and revenue targets while adhering to FCA Consumer Duty principles.