Purpose Work within the Investment Risk team to help 7IM multi-asset funds and model portfolios stay within investment risk parameters and deliver strong risk-adjusted returns. Maintain and develop the investment risk databases, models and oversight processes. Work with the investment team and wider business to provide excellent portfolio analytics. Develop investment risk management ...

Purpose The Fee & Commission Analyst will play a critical role in ensuring Advisers are paid accurately and on time by executing the monthly adviser payrun. The role involves processing remuneration models, reconciling income data, and producing detailed adviser remuneration reports using systems such as X-plan and CommPay. This role sits at the intersection of Commercial Finance...

Purpose Reporting to the Head of Data & Analytics, we are seeking a motivated and detail-oriented Data Engineer to support our Analytics Engineering capability. This role is ideal for someone with foundational experience in data engineering who is eager to deepen their skills in modern data platforms, particularly Azure Databricks and Microsoft Fabric. You will play a key role in main...

Purpose To be of part of, and support, the Business Development teams that works to ensure all intermediary sales targets are achieved or exceeded. Removing barriers to maximum sales activity across teams by supporting the team on a wide range of relationship and sales generating tasks. Utilising some of the data and MI resources we have available to help prioritisation and segmentati...

Purpose Reporting to the Head of Data Insight & Analytics, this role will support with the development and progression of 7IM's business intelligence and insight capability. Sitting within the Data & Analytics team, this role will directly support 7IM's Private Wealth brands through building dashboards, insight tools and supporting key stakeholders, including the Private Wealth business h...

Purpose As the Product Manager for Private Wealth your core focus will be on the design and development of the Advice process as you look to drive value for advisers, clients, and the 7IM Group. You will take a data-led approach to decision making, applying an iterative test & learn approach to product development, and will ensure high quality stakeholder engagement including effective pr...

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. Respon...

Purpose Reporting to the Head of Financial Planning & Analysis, this role is designed to support 7IM growth through development of financial models, delivering strategic finance projects, accurate management information, and providing insightful analysis to support business decision-making. Responsibilities Develop and maintain financial models to aimed at del...

Purpose 7IM Finance team is now looking to add two new Assistant Accountants to a team of 19 to support the Group through the next phase of its growth.Operating within a pooled team model, the role is designed to provide flexible support across multiple finance functions, including management accounting, financial reporting, and transactional finance. This role is ideal f...

Purpose To act as a client adviser within the 7IM Private Client Team. Offering the full range of wealth management solutions, we have available. Responsibilities C l i e nt wo rk Relationship Management: You will be responsible for managing and growing your own portfolio of clients Where necessary, supporting colleagues in the provision of f...

Purpose This role will provide key support to the Head of Brand, Marketing and Communications. The candidate will be responsible for helping to plan, develop and execute engaging short and long-form marketing content across digital and print mediums. Their purpose is to deliver compelling and relevant content across the business channels within the agreed timescales in order to maximi...

Purpose To help the 7IM Investment Directors (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 Investment Directors (IDs) in preparation for new business meetings, conduct portfolio analysis a...