Investment Associate
Licensed sponsor London Accounting & Finance Posted 1 week ago
Purpose This role is designed to support 7IM Investment Directors (Intermediary) in servicing, managing, and growing a panel of both existing and prospective qualified IFAs and clients within your region who utilise 7IM's Discretionary Investment and Retirement Income Services (RIS). Responsibilities Service:
- Undertake daily Investment Associate tasks, including cash reconciliations, investments, payments, withdrawals, fees, ‘ad hoc’ client & IFA queries
- When experienced, become the first p…
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