Purpose This role is designed to support 7IM Investment Directors (Intermediary) in servicing, managing, and growing a panel of both existing and prospective qualified IFAs and clients within your region who utilise 7IM's Discretionary Investment and Retirement Income Services (RIS). Responsibilities Service: • Undertake daily Investment Associate tasks, including cash reconciliations, investments, payments, withdrawals, fees, ‘ad hoc’ client & IFA queries • When experienced, become the first p…