About The Role
Overview
Support the 7IM Investment Directors (Intermediary) by providing exceptional administrative and service support to a panel of qualified existing and new IFAs and clients within your region who use the 7IM Discretionary and Retirement Income Services (RIS).
About You
Key Service & Administrative Responsibilities
Client Servicing & Administrative Support:
* Act as a primary point of contact for IFAs and clients.
* Ensure queries are handled promptly and professionally.
* Undertake daily administrative tasks, including cash reconciliations, investments (inc trading), payments, withdrawals, fees, ‘ad hoc’ client & IFA queries.
* Manage documentation and maintain accurate records.
* Coordinate communications to facilitate smooth onboarding and ongoing service delivery.
Relationship Building:
* Foster strong relationships through proactive service, timely responses, and attention to detail.
Panel Management:
* Assist in the organisation of meetings incl preparation of review packs, attendance and contribution in meeting where relevant and follow-up with IFAs and clients.
* Support Investment Directors working to new and existing IFA firms to hit there gross new business, revenue and attrition targets.
Process Improvement:
* Identify opportunities to streamline administrative processes and enhance service quality.
Reporting & Compliance:
* Work with Investment Directors to ensure annual suitability reviews are kept up to date and replayed back to clients.
* Ensure compliance with internal procedures and support regulatory requirements.
* Flag and report any business errors in a timely manner.
Beneficial skills
* Understanding of IFA marketplace in the UK
* Experience of communicating with clients
* Interest in Investment Markets
* High attention to detail / accuracy
* High numeracy and literacy skills
Opportunity to progress to an Investment Director role, subject to successful completion of the CISI IAD (with full support provided) and proven performance as a highly competent Investment Associate.