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Investment Associate — Discretionary & RIS Services

Job in Sheffield, South Yorkshire, S5, England, UK
Listing for: Seven Investment Management
Full Time position
Listed on 2026-09-03
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.

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Position Requirements
10+ Years work experience
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