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 perform a key role in designing and implementing business, systems and operational change, as well as line managing 5 business systems analysts. This role will report into the Chief Transformation Officer with a heavy dotted line into the Transformation Director. 7IM has an exciting and challenging innovative change programme, the Senior Business Analyst will ...

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...

Purpose Provide administrative support to the Team Lead of Onboarding, to ensure timely transition of client assets into 7IM. Responsibility for processing new transfer instructions and chasing cases with counterparties to ensure transfers complete in a timely manner whilst ensuring relevant updates and query handling to end IFA clients. Work with the Onboarding team to track and...

Purpose Reporting to the Head of Platform, this role will lead and manage the hybrid-location based team who support to the 7IM platform clients. Senior platform service managers will report into this role, who manage a team of platform service managers. On a daily basis the role will provide support, training and mentoring to the Platform Service team to enable us to deliver service exce...

Purpose We are seeking a Talent Acquisition Assistant to join our People & Culture (P&C) team, supporting the smooth running of our in-house recruitment function across various business areas. This role focuses on providing administrative and operational support throughout the recruitment lifecycle, ensuring a professional and efficient service that aligns with our People strate...

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 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 post...

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 post mee...