This role is responsible for managing and deepening relationships with a small number of strategically important clients, most of which are part of the wider 7IM group. The focus is on continuing to embed the 7IM platform into each client's operation, ensuring service excellence, and supporting the delivery of their business and customer propositions. The role reports into the Key Acco...

Purpose As the Product Manager for Private Wealth your core focus will be on the design and development of the Advice process as you look to drive value for advisers, clients, and the 7IM Group. You will take a data-led approach to decision making, applying an iterative test & learn approach to product development, and will ensure high quality stakeholder engagement including effective ...

Purpose The main purpose of the role is to lead the management accounting function of the 7IM Group. The candidate will be responsible for the timely and accurate production of the financial reporting packs across the core trading legal entities within the Group, and their consolidation into the Group results. The management accounting team is composed of 8 team members and the r...

Purpose To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business Responsibilities • Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings, attending meetings and completing the relevant post meeting documentation • Creating St...

Purpose To support the Real Estate & Strategic Initiatives Director in the operational management of the Group's property portfolio, ensuring that facilities across all sites are maintained to a high standard, compliant with regulations, and aligned with strategic objectives. This role bridges the gap between strategic property oversight and day-to-day facilities execution, working closely...

Overview Support the 7IM Investment Directors (Intermediary) by providing exceptional administrative and service support to a panel of qualified existing and new IFAs and clients within your region who use the 7IM Discretionary and Retirement Income Services (RIS). Key Service & Administrative Responsibilities Client Servicing & Administrative Support: ...

Purpose This is a newly created role to manage the tax affairs of 7IM with the opportunity of to develop and enhance existing skills, while being accountable to ensure tax compliance and tax consideration for future strategic growth. The role will sit within the External Reporting team, who are responsible for financial reporting (including statutory), tax reporting and regulatory rep...

What you can expect Please note: This role is being advertised on behalf of Johnston Carmichael Wealth (JCW), part of the 7IM Group and based in Aberdeen. As well as working with a great team of colleagues and enjoying the balance of hybrid and flexible working, we offer a range of benefits to make your time at Johnston Carmichael Wealth even more fulfilling. ...

Purpose This is a junior to mid-level role supporting the Portfolio Management team at Seven Investment Management. There is a focus on helping to manage data and build processes to improve the quality and scalability of the team's investment process, including of implementation across the firm's funds and models. The new hire will also be contributing to the development of tools to a...

Purpose Provide administrative support to the Transitions team, specifically in the processing and administration of SIPP/ISA/GIA transfers, 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 Transitions team to track and rep...

Purpose As Head of Platform Product, you will define and execute the product strategy for 7IM's market-leading Platform. Reporting to the Chief Value Officer, and working closely with executive leadership, you will drive innovation, deliver outstanding client outcomes, and ensure our platform remains at the forefront of the industry. You will be part of both the Products & Marketing L...

Purpose Reporting to the Head of Data Insight & Analytics, this role will support with the development and progression of 7IM's business intelligence and insight capability. Sitting within the Data & Analytics team, this role will directly support 7IM's Private Wealth brands through building dashboards, insight tools and supporting key stakeholders, including the Private Wealth business h...