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Investment Associate — Discretionary & RIS Services
Job in
Leicester, Leicestershire, LE1, England, UK
Listed on 2026-08-30
Listing for:
Seven Investment Management
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Analyst
Job Description & How to Apply Below
Seven Investment Management in the United Kingdom is seeking an Investment Associate to support Investment Directors in servicing, managing and growing a panel of IFAs and clients who use 7IM's Discretionary Investment and RIS services.
You will assist with portfolio analysis, prepare investment proposals, and support the sign-up of new IFA firms and business. You will also help with asset transfers, client reviews and tax tasks while building strong client relationships.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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