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 To be the first point of communication for Clients, Customers and Colleagues who may be encountering Application related issues, providing support in a manner that ensures that the credibility of IT is both maintained and enhanced. Responsibilities Provide 1st and 2nd line application support to internal users across various business units. Effec...

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 Transformation function through building dashboards, insight tools and supporting key stakeholders, including the Chief Transforma...

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 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 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 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...