Purpose Prime responsibilities will include assisting our 7iM Dealers with execution related administration on behalf of the 7IM Funds, Platform & Advisor. Responsibilities Deal Administration Meet the daily trade reporting obligations and requirements of the IM and JO books. Assist our internal front office teams ...

Purpose To act as a Senior Financial Planner within the 7IM Private Client Team. Responsibilities Client work Process Follow the established financial planning process and suitability standards Reporting Provision of financial planning reviews and related advice Prepare and issue regular financial planni...

Purpose The main purpose of this role is to process monthly client fees and adviser ongoing payments, which currently run to c.£10m per month. We are looking for someone with operational experience gained within the investment industry, who can bring a fresh perspective to our processes and help to implement efficiencies where appropriate. This is a role within the...

Purpose This candidate will be a key member of the Transformation team responsible for development and maintenance of Microsoft business application technologies, predominately Power Platform, Dynamics 365, and Azure. Reporting to the Head of Microsoft Platform, the role will involve supporting multiple delivery squads in a large-scale transformation programme. The ro...

Purpose Design, d e v e l o p, t e s t, a nd deploy robust and efficient Azure based cloud platform components, including Continuous Integration and Continuous Deployment capabilities to facilitate rapid progression of developed software through test stages and into production. Propose, lead, and deliver initiatives which modernise 7IM's technology...

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 This role will provide key support in delivering consistent brand look and feel across the 7IM Group (internal and external) through a range of collateral, working strategically within the 7IM Creative Team. Responsibilities • Apply the 7IM Group brands consistently across multiple media channels (print, digital) • Work with the 7IM Creative Team ...

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...

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 ...

Purpose Reporting to 7IM Group Accountant, this role is to support the group accounting function of the finance team. It offers exposure to entities growing both organically and inorganically and provides an excellent development opportunity for an enthusiastic and detailed oriented part qualified accountant looking to progress their career at an exciting, growing business. Responsib...

Purpose To manage, develop and service a panel of qualified existing / new IFAs and clients within the designated region who utilise the 7IM Discretionary and Retirement Income Service (RIS). Responsibilities Sales Work in conjunction with the regional Business Development Managers to sign-up new IFA firms to use the 7IM Discretionary and RIS services. ...

Reporting to the Lead Architect, this position is for an experienced Data Architect within the Transformation Team. This role is accountable for providing an integrated and coordinated data strategy as well as providing data integration support to the wider team. The candidate will be responsible for data governance, data standards, data integration support from/to multiple products, d...