5 Vacancies

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Edinburgh - Princes Exchange
Competitive Plus Benefits
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...
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London
Competitive plus benefits
Permanent
Purpose To establish opportunities for the whole 7IM proposition, working in conjunction with the regional BDM. Responsibilities Sales Work with BDM and Regional Head to agree a developmental panel of accounts they will own and be responsible for business development from. Lead new business development with this panel. Frontli...
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Edinburgh - Leith
Competitive plus Benefits
Permanent
Purpose To provide day to day support to meet the 7IM Systems Test Team objectives. Provide expert test guidance, support and delivery to the business, development and support functions throughout the lifecycle of our software solutions. Responsibilities · Conduct detailed test analysis and preparation through the creation of estimates test plans,...
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Edinburgh - Leith
Competitive plus Benefits
Permanent
Purpose To provide day to day support to meet the 7IM Systems Test Team objectives. Provide expert test guidance, support and delivery to the business, development and support functions throughout the lifecycle of our software solutions. To support testing at a technical level, with either a background in more technical testing, or exposure to test automation Responsibili...
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London
Comptetitive plus benefits
Permanent
Purpose To provide support to Wealth Managers and Advisers using the 7IM platform. The overall purpose of the role is to work with our clients to ensure that the 7IM platform is fully embedded into the office, processes and systems of an advisory firm to increase the efficiency of their business and hence enable our clients to deliver their desired service and proposition to their cu...
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