19 Vacancies

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Location
Edinburgh - Princes Exchange
Advertising Salary
Competitive plus benefits
Contract Type
Permanent
To ensure the effective and efficient delivery of projects assigned. Assist with the refinement of business cases e.g. identification of solution options, provision of high level initial costings, and identification of attendant development risks. Leadership of staff assigned for the duration of projects. Communication of progress, risks and issues with the Change Team, or sponsors, and se...
More Info Apply
Location
London
Advertising Salary
Competitive plus benefits
Contract Type
Permanent
Purpose To help the 7IM Relationship Managers (Intermediary) to service, manage and develop a panel of qualified existing and new IFAs and clients within your region who uses the 7IM Discretionary / Retirement Income Services (RIS) Responsibilities Sales Assist RMs in preparation for new business meetings, conduct portfolio analysis and draw up investment prop...
More Info Apply
Location
Edinburgh - Princes Exchange
Advertising Salary
Competitive plus benefits
Contract Type
Permanent
Purpose Work within a Client Relationship Team to provide office based administration support to the team and their clients. The role involves extensive direct telephone contact with clients, supporting relationships with them, and taking primary responsibility for the accurate administration of their business with 7IM. Responsibilities • Helping in inputting, manipulat...
More Info Apply
Location
London
Advertising Salary
Competitive Plus Benefits
Contract Type
Permanent
P u r pose Primary focus of the role is the FCA compliance requirements as they relate to our Funds and associated activities, including internal & external Oversight Reviews, Monitoring, Breach investigations and reporting, accurate and timely delivery of MI and providing compliance advice to the business. Resp o nsibilit i es B e r e s p o n s ...
More Info Apply
Location
London
Advertising Salary
Competitive Plus Benefits
Contract Type
Permanent
PURPOSE : Reporting to the Head of Finance Information & Analysis, this role is to develop and enhance financial models and deliver accurate board and management information. RESPONSIBILITIES : Develop accurate financial models and reporting tools to support business activities and decision making Develop forecasting and budgeting models Deliver time...
More Info Apply
Location
Edinburgh - Princes Exchange
Advertising Salary
Competitive Plus Benefits
Contract Type
Permanent
Purpose The Private Client Manager (PCM) is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy, using 7iMs Wealth management services The PCM will be capable of building relationships with both new and existing private clients Lead flow for prospective clients wi...
More Info Apply
Location
Edinburgh - Princes Exchange
Advertising Salary
Competitive Plus Benefits
Contract Type
Permanent
PURPOSE: To provide administration support to 7IM Private Client Team (PCT) RESPONSIBILITIES: Inputting, manipulating & maintaining data on the 7IM client relationship management systems to assist with opening accounts and general client account administration & maintenance.This includes allocation of new monies, management of standing orders, fees, cash bala...
More Info Apply
Location
Edinburgh - Princes Exchange
Advertising Salary
Competitive Plus Benefits
Contract Type
Temporary
PURPOSE: To provide administration support to 7IM Private Client Team (PCT) This role will be temporary and is expected to end on the 31st December 2021. RESPONSIBILITIES: Inputting, manipulating & maintaining data on the 7IM client relationship management systems to assist with opening accounts and general client account administration & maint...
More Info Apply
Location
London
Advertising Salary
Competitive plus Benefits
Contract Type
Permanent
Purpose To help the 7IM Relationship Managers (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 RMs in preparation for new business meetings, conduct portfolio analysis and draw up investme...
More Info Apply
Location
London
Advertising Salary
Competitive plus Benefits
Contract Type
Permanent
Purpose: To provide information and analysis of operational risk metrics to Senior Management and the Audit, Risk and Compliance Committee. You will be responsible for the ongoing establishment of risk management procedures, including regular risk management analysis and reports including the establishment, development and co-ordination of a new Operational Risk Committee. Res...
More Info Apply
Location
London
Advertising Salary
Competitive plus benefits
Contract Type
Temporary
Purpose: Reporting to the Head of Fees and Finance Projects, this role has responsibility for assisting with the accurate calculations and payments to Advisers in a timely manner, as per the 7IM Terms and Conditions. The role is a temporary role with the expected contract length being 6 months. Role: Monthly checking and adjustments of Adviser changes and cli...
More Info Apply
Location
Edinburgh - Princes Exchange
Advertising Salary
Competitive Plus Benefits
Contract Type
Permanent
Purpose To provide administrative assistance to the Para planners and Financial Planning team. The Financial Planning team provides comprehensive fee based advice on all aspects of personal financial planning and the use of life, investment and pension products; reviewing existing policies; advising on pooled investment vehicles, the use of bonds, onshore and offshore; life and other pro...
More Info Apply
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