Purpose Reporting to the Head of Compliance Assurance, the role will be responsible for the oversight and delivery of all compliance activities at a Financial Advice firm. Responsibilities Be the primary point of Compliance contact for a national Financial Advice firm. Support on the design, implementation, delivery, and maintenance of the Compliance Assura...

Purpose The People & Culture (P&C) Associate Advisor provides critical support across all areas of the colleague lifecycle while developing foundational advisory skills. Acting as a junior-level Advisor, this role combines operational responsibilities with an opportunity to provide first-line advice to managers on routine People matters and contribute to the continuous improvement of ...

Purpose Lead the design, development, and contribute to the architectural governance of data solutions across 7IM. This role combines hands-on technical leadership with strategic architectural oversight, ensuring that technology initiatives align with business goals and deliver robust, scalable, and secure solutions. You will guide both development and architecture teams, drive modernisat...

Purpose Lead a team of developers to design, develop, test, and release software solutions to support the requirements of the business. Lead the design, development, and contribute to the architectural governance of technology solutions across 7IM of predominately Power Platform & Dynamics 365 . This role combines hands-on technical leadership with ensuring that technology initiativ...

This role is responsible for managing and deepening relationships with a small number of strategically important clients, most of which are part of the wider 7IM group. The focus is on continuing to embed the 7IM platform into each client's operation, ensuring service excellence, and supporting the delivery of their business and customer propositions. The role reports into the Key Acco...

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 ...

Purpose The main purpose of the role is to lead the management accounting function of the 7IM Group. The candidate will be responsible for the timely and accurate production of the financial reporting packs across the core trading legal entities within the Group, and their consolidation into the Group results. The management accounting team is composed of 8 team members and the r...

Purpose To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business Responsibilities • Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings, attending meetings and completing the relevant post meeting documentation • Creating St...

Purpose To support the Real Estate & Strategic Initiatives Director in the operational management of the Group's property portfolio, ensuring that facilities across all sites are maintained to a high standard, compliant with regulations, and aligned with strategic objectives. This role bridges the gap between strategic property oversight and day-to-day facilities execution, working closely...

Overview Support the 7IM Investment Directors (Intermediary) by providing exceptional administrative and service support to a panel of qualified existing and new IFAs and clients within your region who use the 7IM Discretionary and Retirement Income Services (RIS). Key Service & Administrative Responsibilities Client Servicing & Administrative Support: ...

Purpose This is a newly created role to manage the tax affairs of 7IM with the opportunity of to develop and enhance existing skills, while being accountable to ensure tax compliance and tax consideration for future strategic growth. The role will sit within the External Reporting team, who are responsible for financial reporting (including statutory), tax reporting and regulatory rep...

Purpose As Head of Platform Product, you will define and execute the product strategy for 7IM's market-leading Platform. Reporting to the Chief Value Officer, and working closely with executive leadership, you will drive innovation, deliver outstanding client outcomes, and ensure our platform remains at the forefront of the industry. You will be part of both the Products & Marketing L...