7IM

Entry-level Client Services role supporting wealth management advisers with client accounts, financial transactions, reporting, onboarding and operational administration.About The RolePurpose:To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business.This role is suitable for those looking for their first professional opportunity after school or university.Responsibilities:• Setting up ad hoc payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals• Monitoring cash reconciliations and outstanding fees• Processing and monitoring transfers in and out, liaising with clients and colleagues• You will process any change of details requests including bank details and change of address ensuring the relevant systems are updated• Producing reports including valuations, performance summaries and transaction statements• Support wider team with processing new business application forms • Processing accounts closures and deceased client cases and ensure timely completion of such cases• Take responsibility to ensure that all client communication is accurate, appropriate & delivered at the right time, to include emails, letters and reports• Liaise closely with 7IM’s Operations team to ensure full communication and understanding, minimising errors and maximising service levels• Continually look at ways to enhance operational systems and procedures to maximise efficiencies eg Xplan • Continually suggesting realistic & appropriate improvements and solutions to problems to your line manager and others across 7im and review/create procedures when required• Filing, in accordance with 7IM and FCA procedures• Subscribing to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives• Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices• Other duties, as reasonably required by the line manager and 7IMAbout YouSkills:• Accuracy and attention to detail • Organisation of own workload to meet deadlines• Client focused, delivering a high standard of client service• Must be proactive and able to use initiative • Good communication skills, both oral and written• Adaptive to change• Proficient in MS Word/Excel• Ability & willingness to identify and suggest improvements in processes / service levelsKnowledge:• Experience in Client Services within Wealth Management is desired• Good working knowledge of all Microsoft office applications specifically Excel• Good knowledge of operational administration including settlement and transfers Qualifications:• Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard • Suitable for school leavers or graduates• Working towards an industry examination such as CII Level 4 Financial Planning qualification Other relevant information:• Reports into the Client Services Team Manager

Posted 8 days ago

A 36-month Investment Management Trainee programme offering hands-on experience across portfolio management, investment strategy and investment solutions, with opportunities to develop analytical, reporting and client-service skills.About The RolePurpose:The purpose of this role is to support the 7IM Investment Management team. The Trainee will undertake meaningful work and projects crucial for the business; this will allow the trainee to build their skillset and knowledge.  After 36 months working with all parts of the IM Team, it is expected that the trainee will make a joint decision with their Manager on the area they will like to move their career forward. The role will enable the trainee to start their career in the Investment Management industry, providing them with an opportunity to learn about our business, our culture, values and how we provide an award winning service to our clients.Responsibilities:On our 36-month programme, you will get exposure across different areas of the investment business such as but not limited to: Portfolio Management, Strategy and Investment SolutionsYou will have the opportunity to contribute across all areas, gaining hands-on experience through day-to-day business activity and dedicated projects. These projects may be carried out either in a standalone capacity, with the necessary support from teams, or require collaboration with various stakeholders within the businessExamples of the work you will undertake are: gathering and analysing data, writing reports, reviewing different investment products, assisting with preparing presentations, and liaising with other teams to deliver client requestsAbout YouSkills:• Ability to manage a number of tasks simultaneously, with a high level of accuracy and able to deliver against set deadlines• Excellent interpersonal and communication skills; with the ability to build relationship across the team and with key teams across the business• Experience of delivering an excellent level of service to customers• Ability to work independently and using own initiative• Strong numerical and analytical skillsKnowledge:• Knowledge and experience in using Microsoft Office, particularly Excel for data analysis• Some knowledge of Investment / wealth management industryQualifications:• Educated at degree levelOther Relevant Information:• Must be passionate, ambitious and motivated by a career within the Investment industry, with the ability to learn quickly and the desire to take on responsibility from day one• Must be flexible with a willingness to learn and take on new tasks

Posted 25 days ago