Purpose Working within the Client Servicing Team based in Edinburgh supporting paraplanners and advisers within the 7im group to support them with the day-to-day activities with new and existing clients. Responsibilities Processing letters of authority and obtaining the relevant information from external providers to assist the Paraplanners in writ...

Purpose As the Agile Delivery Lead you play a central role in making the 7IM Platform product a success and as such you will work closely with all disciplines. You are resonsible for facilitating the delivery and the continuous improvement of multiple Squads, including evolving Squad ways of working and agile mindset both directly and through leading the Agile Delivery Manager...

Responsibilities Adviser Payrun & Reporting Execute the monthly adviser payrun via X-plan and CommPay, ensuring all payments are accurate, timely, and fully reconciled. Prepare and validate individual remuneration reports for each adviser, supporting transparency and adviser confidence. Produce master reconciliation sheets for internal checks by...

Purpose To provide 7IM Agile Squad(s) with an Data automation first approach to delivering incremental change. Provide day to day support to meet the 7IM Test Chapter objectives. Provide informed test guidance, support and delivery to the business, development and support functions throughout the lifecycle of our cloud solutions, with an 'shift-left' approach. Helping to support overall de...

Purpose Working closely with advisers across the 7IM group with complex advice cases and support the wider support team with technical queries, training and client queries and support. The role is based in Edinburgh. Responsibilities Prepare and write advice reports of the highest quality covering a broad range of financial planning topics including...

Purpose To manage the Paraplanners and the functions they carry out across PCT & Amicus and support the Private Client Operations Manager. Responsibilities Managing the day-to-day activities of the Paraplanning Team across PCT & Amicus Training and development of the Team to ensure skills are consistent throughout E n s ure pro c e d ure s , s...

Purpose The Business Manager / Training & Competence (T&C) Manager will play a dual role in ensuring that Trainee Advisers and Junior Advisers progress successfully through their development journey wihtin Amicus Wealth Management. This includes regulatory oversight, soft skills coaching, and business management guidance to ensure they are well-prepared for a successful career in Fina...

Purpose To support the Business Assurance Manager to identifying risks and training required across advisers in the 7im group in addition to acting as a key conduit between the client facing teams and the risk and control functions. Always seeking to ensure requests are pragmatic and reasonable. Where necessary supporting the teams to rationalise and simplify processes. Respo...

Purpose Reporting to the General Counsel, effective legal risk management in line with the Group's risk profile and financial and strategic objectives. Responsibilities • Review, draft, negotiate and advise on Group contracts (including standard form terms and conditions) in line with business objectives, as well as regulatory and operational requirements. &bul...

Purpose Reporting directly to the General Counsel, effective legal risk management in line with Group risk profile and strategic and financial objectives and with a focus on Corporate, M&A, integration and general commercial. Responsibilities • Legal Team lead on M & A and integration queries associated M&A and pre and post completion matters • Revie...

Purpose Working in the IT Infrastructure team, the Deskside Support Engineer is responsible for providing efficient and effective first and second line technical support to end-users across multiple office locations. The role involves installation of hardware and software, troubleshooting software and hardware issues, assisting with IT related queries and completing IT administra...

Purpose Reporting to the Head of Platform, this role will lead and manage the development of the proposition and the governance and oversight of the platform within 7IM. The role will face off to a variety of stakeholders Our Clients – Financial Advisers and their businesses who use the platform Key partners to the platform Internal 7IM teams ...