Client Services Administrator - Edinburgh, United Kingdom - Seven Investment Management

Seven Investment Management

Verified Company

Edinburgh, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

About The Role:

Purpose
'Getting your foot in the door' at a Financial Services / Wealth Management firm might seem like trying to find a needle in a haystack because you think you lack experience in these areas. 7IM are here to break that barrier by proposing a kickstart to your career

Would you be interested in developing your skills working towards becoming a Private Client Administrator or Financial Planning Administrator - based in Edinburgh?

Structure of the Programme:

Aim:
To develop within the role of Private Client Administrators and Financial Planning Administrators based in Edinburgh.

Acquire:

Knowledge, skills and experience you will need to deliver excellent service within PCT & Financial Planning and make a significant impact in their career.
Experience in working processes, standards as well as outlining the skills & knowledge you need to complete the role successfully.
A buddy who will help you settle in and navigate the organisation.
Support through the Level 3 CISI Investment Operations Certificate once you have passed your 6 months' probation period. Further study opportunities too
Workplace learning opportunities including a Career Management Programme, Culture Hubs and Micromodules on SharePoint.

The Roles:

If you are new to the industry, you may be wondering what is involved in being a Private Client Administrator or Financial Planning Administrator.

We have listed some of the duties below:
Private Client Administrator

Supports the Private Client Directors, Associate Directors and Private Client Associate
You will be keeping backoffice systems and client databases up to date and accurate, overseeing regular payments, the preparation of paperwork, processing of new business, transfers out/account closures and liaising clients and colleagues
You will also assist with queries regarding the client My 7IM Portal
Providing cover front of house welcoming Clients as and when required

Financial Planning Administrator

Supports the Financial Planners and Paraplanners
You will be keeping backoffice systems and client databases up to date and accurate, obtaining information on a client's existing investments and collating this information
You will prepare paperwork, processing New Business both internally and with external providers, income withdrawals, contributions
You will also assist with queries regarding the client My 7IM Portal
Providing cover front of house welcoming Clients as and when required

About Us:

The '7' in 7IM refers to the seven original founders of the business. Back in 2002, they couldn't find a firm they trusted to manage their families' money properly big banks seemed impersonal and greedy, while most boutiques lacked the necessary investment process and structure. They started the kind of organisation they'd like to invest with themselves.
Their aim was to deliver steady returns over the long term, while keeping an eye on risk, using the best technology. They wanted everyone to have access to the kind of service and expertise that institutional investors would expect.
We've evolved since then. In 2015 Caledonia Investments joined us as a major shareholder. In 2018 we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multiasset approach. In 2020 we continued our longterm growth strategy and acquired the award winning London based financial planning firm Partners Wealth Management (PWM). PWM will continue to operate as an independent company, retaining its brand, identity and leadership.
Our team, our clients and our funds under management have grown steadily over the years. From our offices in London, Edinburgh and Jersey, more than 400 talented people manage over £19 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees.
We still follow our founders' plan and aim to get the simple things right all wrapped up with real, honest, human service that's what sets us apart from everyone else.