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.
We invite applications for the Investment Associate — Discretionary & RIS Services position located in England, United Kingdom.
We would love to welcome a new Investment Associate — Discretionary & RIS Services to our group in England, United Kingdom.
For the Investment Associate — Discretionary & RIS Services position at Seven Investment Management, we are reviewing applications now.
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