About this role
Client Services Associate at 7IM. Location: Edinburgh, United Kingdom. Role: supporting advisers, processing applications, maintaining files Requirements: 2+ years client services experience in financial services, knowledge of pensions/bonds, strong literacy/numeracy (A level/Higher), proficient in Microsoft Office, working toward or completed CII Level 4 Financial Planning. Category: Customer Service Seniority: Entry Level Tools: Xplan, Commpay, Microsoft Word, Microsoft Excel Certifications: cii level 4 financial planning Commitment: Full Time Workplace: Onsite Languages: English