Purpose Reporting to Chief Risk Officer, the role will be responsible for assisting with the embedding of the Groupwide Risk Management Framework (RMF) and its components within Lync Wealth Management as appropriate. This would include elements of Risk, Compliance and Finance Crime Prevention. Responsibilities Risk & Compliance Support the Chief R...

Purpose Working across the Client Servicing and Paraplanning Team based in Edinburgh supporting colleagues and advisers with the day-to-day activities across the client base. Responsibilities Processing letters of authority and phoning providers for up-to-date information regarding plans or policies ...

Purpose I n this role, you will be jointly responsible for the management and maintenance of all 7IM group websites. As a key member of the Marketing & Communications team, the role will involve ensuring our online presence is engaging, up-to-date, and aligned with our brand and business objectives. Alongside the Marketing & Communications team, you will collaborate cl...

Role Overview: The Senior Marketing Manager – Intermediary will be responsible for leading the development, planning, and execution of targeted marketing campaigns to engage intermediary audiences, including Independent Financial Planners and Paraplanners. This role requires close collaboration with senior stakeholders within the Intermediary businesses, business...

Purpose Reporting to the Head of Operational Risk, the role will be responsible for managing the Complaints team and handling the investigation and resolution of complaints, as well as compiling management information on complaints and submitting FCA returns regarding complaints data. Whilst the role is focused on assuming responsibility for the compl...

Purpose To provide office based front line telephone servicing and support to the 7IM platform clients. The role involves extensive direct telephone and email contact with financial planners, paraplanners and wealth managers (intermediaries). The role is about developing strong relationships built on outstanding service for all and any queries that our clients an...

Purpose This entry-level position supports the Compliance Advisory team in delivering core compliance functions across the 7IM Group. The role will assist with the administration and oversight of key compliance activities, including employee compliance monitoring, regulatory horizon scanning, financial promotion reviews, and responding to day-to-day compliance queries. The succe...

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...

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...