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Investment associate: client & ifa services, path to director

Edinburgh
Seven Investment Management LLP
Director
€35,000 a year
Posted: 9h ago
Offer description

A financial services firm in Edinburgh seeks an Investment Associate to support their Investment Directors by providing exceptional administrative and service support to Independent Financial Advisers (IFAs) and clients. Responsibilities include managing queries, documentation, and relationships, alongside process improvements and compliance. Candidates should have strong communication skills, attention to detail, and a solid understanding of the IFA marketplace in the UK. This role offers potential career progression towards an Investment Director position.
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