As an Investment Associate you will be responsible for:

• Assisting in the preparation of presentations, financial illustrations and other material for client meetings.
• Building strong telephone-based client relationships to offer an alternative point of contact for introducers and assist with resolution of their routine queries.
• Attending meetings alongside the SID/ID/IM and action meeting follow up.
• Preparing draft applications and associated compliance documentation where needed.
• Managing the pipeline of sales opportunities by keeping CRM up to date including introducer status, opportunities, organisations and individuals.
• Progressing opportunities through the sales stages ensuring accuracy of forecast.
• Building close working relationships with the Client Service Centre to ensure the timely processing of client applications.
• Acting as the point of contact for clients' administration queries.
• Working closely with the Team Assistant who will assist on all business and administrative associated duties;
• Maintenance of CRM (customer relationship management) system to ensure accuracy of client details.

As an Investment Associate you will need:

• Previous experience of providing business support within a professional environment is preferable
• A confident and strong communicator and relationship builder
• Strong academic back ground
• Sound judgement, adaptability and the ability to influence to achieve success
• Enthusiasm and a can-do attitude
• A driven individual with ambition and the desire to achieve results.
• A team player with commercial flair