Purpose 7IM Finance team is now looking to add two new Assistant Accountants to a team of 19 to support the Group through the next phase of its growth.Operating within a pooled team model, the role is designed to provide flexible support across multiple finance functions, including management accounting, financial reporting, and transactional finance. This role is ideal f...

Purpose To act as a client adviser within the 7IM Private Client Team. Offering the full range of wealth management solutions, we have available. Responsibilities C l i e nt wo rk Relationship Management: You will be responsible for managing and growing your own portfolio of clients Where necessary, supporting colleagues in the provision of f...

Purpose This role will provide key support to the Head of Brand, Marketing and Communications. The candidate will be responsible for helping to plan, develop and execute engaging short and long-form marketing content across digital and print mediums. Their purpose is to deliver compelling and relevant content across the business channels within the agreed timescales in order to maximi...

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...