Purpose Provide administrative support to the SIPP transfers team, to ensure timely transition of client assets in to 7IM. Responsibility for processing new transfer instructions and chasing cases with counterparties to ensure transfers complete in a timely manner. Work with the Transfers team to track and report on assets in transfer and ensure adherence to Service Level a...

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 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 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...

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 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 To provide support to Wealth Managers and Advisers using the 7IM platform. The overall purpose of the role is to work with our clients to ensure that the 7IM platform is fully embedded into the office, processes and systems of an advisory firm to increase the efficiency of their business and hence enable our clients to deliver their desired service and proposition to their custome...

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 and their client ...