Competitive plus Benefits

About The Role


  • Provide support to the Self Invest proposition and take responsibility to ensure the desk runs efficiently
  • Speaking to self-invested clients to take orders and instructions to buy or sell securities, answer general queries
  • Managing email inbox of queries and seeking cross departmental support to resolve when necessary
  • Execute buy & sell trade instructions for self invested clients
  • Organise ISA Subscriptions
  • Execute withdrawal instructions
  • Set up and maintain standing orders & monthly withdrawals
  • Ensuring clients’ accounts do not become overdrawn; fixing this issue if it occurs
  • Providing ad-hoc valuations/transaction histories when requested and investigating any client queries
  • Organising transfer out of accounts to different providers
  • Processing account opening/closings and change of service type requests
  • Processing corporate action instructions
  • Sending out trade confirmations and tax packs
  • Updating client data on internal systems

About You


  • Excellent telecommunication skills
  • Proven time management, organisation and prioritisation skills
  • Manage busy workload
  • Identifying when to escalate issues/complaints with line manager
  • Ability to prioritise workload to meet strict dealing deadlines
  • Ability to build relationships with internal teams
  • Basic understanding of financial markets and products (SIPP/ISA/GIA equities/funds/bonds) would be preferred
  • None necessary but should be considering relevant industry standard qualifications such as Level 3 CISI, IAD Level 4 CISI

About Us

7IM is an investment management business that helps individuals, families and financial advisers manage money to meet their and their clients’ needs and aspirations.

Founded in 2002 from a basement, seven individuals established 7IM as we couldn't find anywhere we wanted to invest our families' money. Our assets under management now stand at around £17bn, and we have moved from ‘basement’ to ‘Bishopsgate’ in the City of London.

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