Competitive Plus Benefits

About The Role


A role within 7IM Operations reporting to the Tax team Leader.


  • Provide support and coverage on CGT, book cost and income related tasks and queries
  • Assisting with preparation of monthly MI reports & documents
  • Assisting in the tax year end planning, including analysis, validation and amendment of client standing data to ensure accurate CGT and Consolidated Tax reporting
  • Liaison with third parties as appropriate
  • Provide support to the Client Reporting team where needed
  • Enhance, create and ensure adherence to internal & customer operational procedures
  • Maintain & enhance operational systems to maximise effectiveness
  • Interface and provide support to the business for the resolution of queries
  • Relationship with other 7IM departments as necessary ensuring procedures and controls are adhered to at all times

About You


  • Accuracy and attention to detail
  • Organisation of own workload to meet deadlines
  • Good communication skills, both oral and written
  • Ability & willingness to research tax rules and regulations
  • Ability to contribute with well-prepared research and ideas
  • Ownership & Initiative
  • Good knowledge of operational administration
  • Competent using Excel


  • Knowledge of CGT rules and book cost calculation / apportionment
  • Experience of data management and controls
  • A good understanding of performance measurement and attribution analysis is an advantage
  • Knowledge of Pershing systems is an advantage


  • Candidate must hold 5 GCSE’s (or equivalent) including C grade in Maths & English
  • Completion of the Investment Operations Certificate (IOCTM) is an advantage

Other Relevant Information

  • This role works closely with others within the team sharing the workload and responsibility so a ‘team’ attitude is needed – helping others when required
  • Flexible attitude to duties as training will be given in all aspects of the operations roles and the successful candidate will probably have to provide holiday cover
  • Flexible attitude to working hours – sometimes the workload will demand additional commitment outside the contractual hours

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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