Purpose To co-ordinate and support the Investment Solutions team in servicing and managing strategic relationships with internal and external clients, as well as assisting with Business Development opportunities once passed over to Investment Solutions Team. It is important to note that while the role will be exposed to all elements of the portfolio management process, it is not ...

Purpose The Head of Operational Asset Servicing is responsible for overseeing all asset servicing functions that underpin the investment lifecycle. This includes managing the teams responsible for security static data, client cash movements, corporate actions, and client tax reporting. Reporting to the Head of Operations, this is a senior leadership role ensuring the integrity, accura...

Purpose The Head of Client Onboarding will lead the end-to-end client onboarding and asset transfer function, ensuring timely, accurate, and well-controlled processes for both standard and complex activity. You will manage teams responsible for onboarding and offboarding client assets, oversee AML/KYC compliance, and lead strategic initiatives such as bulk asset transfers and post-...

Purpose To manage and take ownership of the smooth and professional running of the Front of House area and 4 meeting rooms, whilst managing the daily Office Services administrative tasks. Delivering excellent client service that will create a memorable first and lasting impression of the company. This role will have a Telephonist & Reception Coordinator individual reporting into them ...

Purpose Gender equality is crucial to us at 7IM. According to research by CEBR, 60% of UK wealth is expected to be in the hands of women, yet only 16% of Financial Advisers are female and only 7% of advisors have dedicated strategies in place to retain, attract and guide their female clients. This disparity needs to change, and we are committed to being part of that transformation. Ou...

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 across the Client Servicing and Paraplanning Team based in Edinburgh supporting colleagues and advisers with the day-to-day activities across the client base. Responsibilities Processing letters of authority and phoning providers for up-to-date information regarding plans or policies ...

Purpose I n this role, you will be jointly responsible for the management and maintenance of all 7IM group websites. As a key member of the Marketing & Communications team, the role will involve ensuring our online presence is engaging, up-to-date, and aligned with our brand and business objectives. Alongside the Marketing & Communications team, you will collaborate cl...

Role Overview: The Senior Marketing Manager – Intermediary will be responsible for leading the development, planning, and execution of targeted marketing campaigns to engage intermediary audiences, including Independent Financial Planners and Paraplanners. This role requires close collaboration with senior stakeholders within the Intermediary businesses, business...

Purpose To provide office based front line telephone servicing and support to the 7IM platform clients. The role involves extensive direct telephone and email contact with financial planners, paraplanners and wealth managers (intermediaries). The role is about developing strong relationships built on outstanding service for all and any queries that our clients an...

Purpose To work as part of the Transformation team directly supporting the Chief Transformation Officer. The Transformation team are responsible for all Platform technology at 7IM and have outcomes focussed across Client Retention, Attracting Clients, and creating Operating Leverage. The role will be demanding, varied, and delivery focused. You will be developed to become...

Purpose Reporting to a General Counsel, the role's primary purpose is to contribute to the effective operation of the Group Legal function in line with business objectives. Responsibilities Provide general administrative support to General Counsel, including company secretarial matters, co-ordinating meetings within business and liaising with e...