Purpose 7IM Finance team is now looking to add two new Assistant Accountants to a team of 19 to support the Group through the next phase of its growth.Operating within a pooled team model, the role is designed to provide flexible support across multiple finance functions, including management accounting, financial reporting, and transactional finance. This role is ideal f...

Purpose To act as a client adviser within the 7IM Private Client Team. Offering the full range of wealth management solutions, we have available. Responsibilities C l i e nt wo rk Relationship Management: You will be responsible for managing and growing your own portfolio of clients Where necessary, supporting colleagues in the provision of f...

Purpose This role will provide key support to the Head of Brand, Marketing and Communications. The candidate will be responsible for helping to plan, develop and execute engaging short and long-form marketing content across digital and print mediums. Their purpose is to deliver compelling and relevant content across the business channels within the agreed timescales in order to maximi...

Purpose To help the 7IM Investment Directors (Intermediary) to service, manage and develop a panel of qualified existing and new IFAs and clients within your region who utilise the 7IM Discretionary / Retirement Income Services (RIS). Responsibilities Sales Assist Investment Directors (IDs) in preparation for new business meetings, conduct portfolio analysis a...

Purpose Provide administrative support to the Transitions team, specifically in the processing and administration of 7iM SIPP transfers, to ensure timely transition of client assets in to 7IM. Responsibility for processing new SIPP transfer instructions and chasing cases with counterparties to ensure transfers complete in a timely manner. Work with the Transitions team to track and re...

Purpose Primary role: To ensure the professional management of the STORM telephony system; ensuring all incoming calls into the main 7IM & PWM switchboard (London & Edinburgh offices), are answered in a timely manner, routed correctly and messages received are passed on accurately. Current calls are 1500-2500 per month (avg. 75-100 per day). This role will also be to work ...

Purpose The Senior Marketing Manager will be responsible for leading the development, planning, and execution of targeted marketing campaigns and other marketing initiatives to engage the clients of our LYNC Wealth Management business. This role requires close collaboration with senior stakeholders across LYNC Wealth Management, the wider marketing team, and external agencies to drive...

Purpose The purpose of an Administrator is to provide support to the Operations team. The role will primarily focus on providing support to the Platform Operations Manager with managing the migration of Amicus clients to the 7IM Platform. Responsibilities Financial Administration : Assisting in financial tasks such as preparing client reviews, upd...

Purpose Reporting to Chief Risk Officer, the role will be responsible for assisting with the embedding of the Groupwide Risk Management Framework (RMF) and its components within Lync Wealth Management as appropriate. This would include elements of Risk, Compliance and Finance Crime Prevention. Responsibilities Risk & Compliance Support the Chief R...

Purpose Working closely with advisers across the 7IM group with complex advice cases and support the wider support team with technical queries, training and client queries and support. The role is based in Edinburgh. Responsibilities Prepare and write advice reports of the highest quality covering a broad range of financial planning topics including...

Purpose Reporting directly to the General Counsel, effective legal risk management in line with Group risk profile and strategic and financial objectives and with a focus on Corporate, M&A, integration and general commercial. Responsibilities • Legal Team lead on M&A and integration queries associated M&A and pre and post completion matters • Reviewi...

Purpose Working closely with 2-3 advisers within the 7im group supporting them with their own workloads and the day to day activities and ongoing support for both new and existing clients. Responsibilities Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings, attending meetings and completing the relevant post mee...