People & Culture Associate Advisor

Purpose

The People & Culture (P&C) Associate Advisor provides critical support across all areas of the colleague lifecycle while developing foundational advisory skills. Acting as a junior-level Advisor, this role combines operational responsibilities with an opportunity to provide first-line advice to managers on routine People matters and contribute to the continuous improvement of P&C processes.

The role ensures that P&C services are delivered efficiently and in compliance with company policies and employment legislation, supporting the broader remit of the P&C team.

This role extends to supporting all the Private Wealth entities within the 7IM Group, such as the 7IM - Private Client Team, Partners Wealth Management, Partners Wealth Solutions Limited and Amicus Wealth Management.

This role reports into the Head of People – Private Wealth.

Responsibilities

Recruitment

•  Collaborate with the Talent Acquisition team to manage recruitment processes, taking ownership of entry-level and mid-level roles.
•  Maintain and update the Applicant Tracking System (ATS) and recruitment tracking spreadsheets with the Talent Acquisition Assistant, ensuring accuracy and addressing recruitment-related queries.
• Support and guide hiring managers on fair and effective selection processes, including shortlisting, interviews, and decision-making.
• Draft, update, and maintain job descriptions and recruitment templates, ensuring alignment with business needs and best practices.
• Assist hiring managers during interviews, ensuring processes align with 7IM’s values and requirements.

• Oversee the onboarding of new starters for relevant business areas; reviewing all necessary new joiner paperwork before they are sent out and supporting the People & Culture Administrator during the process of carrying out the onboarding process, including right to work checks, reference checks, arranging DBS / credit checks & IT access.
• Ensuring accurate employee records and HR system data for new starters and existing colleagues.
• Track probationary periods, and review probation pass letters issued by the People and Culture Administrator. Support line managers with performance concerns, and issue probation extension letters when necessary. .
• Manage offboarding activities, including resignation letters, updating records, conducting exit interviews, and processing regulated references efficiently.
• Improve and standardise onboarding, induction, and offboarding processes, ensuring consistency across newly acquired entities.

• Maintain accurate and up-to-date colleague records and HR system data, ensuring compliance with GDPR and company policies.
• Manage key lifecycle events such as probation reviews, absence tracking, and offboarding processes, providing advice and support to managers.
• Prepare employee documentation, including probation outcomes and performance review letters.
• Support absence management processes, identifying trends and advising on appropriate actions.
• Assist with maternity, paternity, and parental leave processes, offering guidance on entitlements and coordinating related documentation.
• Act as a role model by upholding 7IM’s Vision, Purpose, Values, and Personalities.
• Ensure all processes comply with FCA Consumer Duty principles, contributing to positive client outcomes.

• Ownership of 7IM Training & Development process for Private Wealth entities, managing the administration / coordination of all requests and scheduling training.
• Reviewing and requesting the necessary approvals for all staff members’ training requests and reviewing training agreements.
• Work closely with the Training & Competence Manager to help deliver on T&C strategy.
• Assist in the annual SMCR process, manage MRT, Code Staff lists.

• Provide first-line advice to employees and managers on routine HR / People queries, such as absence management, probation reviews, [performance manage and policy guidance.
• Support managers in addressing straight forward performance management cases, escalating complex issues as necessary to the P&C Advisor / Business Partner.
• Assist in employee relations matters, including preparing documentation and taking notes during meetings.

• Contribute to P&C projects aimed at improving efficiency, such as digitising processes or enhancing colleague touchpoints.
• Support the Head of People – Private Wealth with post-integration activities following mergers and acquisitions, ensuring the standardisation and alignment of P&C processes across entities.
• Identify opportunities for process improvements and work with the team to implement changes.

Qualifications

• Degree Level
• Level 3 CIPD Qualification is desirable or working towards an HR qualification.

• Strong organisational and time-management skills, with the ability to handle multiple priorities and meet deadlines.
• Excellent verbal and written communication skills, with the ability to advise and influence managers and employees effectively.
• Proactive and self-motivated, with the ability to use initiative to identify issues, propose solutions, and take ownership of tasks without needing continuous direction.
• Attention to detail and accuracy, particularly in managing HR data, drafting documentation, and maintaining compliance.
• Confidence in providing first-line HR advice and guiding managers on recruitment, performance, and employee relations matters.
• Proficiency in Microsoft Office (Word, Excel, Outlook) and HR systems, with an aptitude for learning new technologies.
•  Ability to handle sensitive and confidential information with professionalism and discretion.