15 Vacancies

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London
Competitive 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 custom...
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London
Competitive Plus Benefits
Permanent
Purpose A role within 7IM Operations reporting to the Tax team Leader. Responsibilities Provide support and coverage on CGT, book cost and income related tasks and queries Assisting with preparation of monthly MI reports & documents Assisting in the tax year end planning, including analysis, validation and amendment of client standing data to ensu...
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London
Competitive plus benefits
Permanent
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 and the...
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London
Competitive Plus Benefits
Temporary
Purpose Work within a Client Relationship Team to provide office based administration support to the team and their clients. The role involves extensive direct telephone contact with clients, supporting relationships with them, and taking primary responsibility for the accurate administration of their business with 7IM. Responsibilities • Helping in inputting...
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London
Competitive plus Benefits
Permanent
Purpose Provide support to the Self Invest proposition and take responsibility to ensure the desk runs efficiently Speaking to self-invested clients to take orders and instructions to buy or sell securities, answer general queries Managing email inbox of queries and seeking cross departmental support to resolve when necessary Responsibilities ...
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London
Competitive
Contract
Purpose Reporting to the Chief People Officer and managing an Advisor and Assistant, this role will be providing maternity cover for 13 months. The role requires partnering with Managers within the business in relation to Recruitment, Performance Management, Employee Relations, Reward and Learning & Development. The role will be responsible for providing proactive support and direction to Lin...
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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. ...
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London
Competitive plus benefits
Temporary
Purpose Provide administrative support to the Transitions team, to ensure timely transition of client assets in to 7IM. Responsibility for processing new transfer instructions and chasing cases with counterparties to ensure transfers complete in a timely manner. Work with the Transitions team to track and report on assets in transfer and ensure adherence to Service Level ag...
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London
Competitive plus Benefits
Permanent
Purpose This role is to work within our growing Digital Team to create user-centric products and experiences across all our digital applications. Responsibilities Create engaging , visual and interactive user experiences that provides exceptional client experience. Collaborate alongside the CX Team to understand their vision and objectives O...
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London
Competitive plus Benefits
Temporary
Purpose: Reporting to the Head of Legal, the role's primary purpose is effective legal risk management in line with 7IM's risk profile and strategic objectives, with a focus on business contractual and commercial requirements, data protection and privacy, and intellectual property protection. Responsibilities: Reviewing, drafting and negotiating agreements, and a...
More Info Apply
London
Competitive plus Benefits
Permanent
Purpose: Reporting to the Head of Legal, the primary purpose of this role is effective legal risk management in line with 7IM's risk profile and strategic objectives, with a focus on business contractual requirements. Responsibilities: Reviewing, drafting and negotiating agreements, and advising on the management of associated risks in line with regulatory ...
More Info Apply
London
Competitive plus benefits
Permanent
Purpose The purpose of the role is to ensure that accurate security pricing and system static data is maintained. Maintain accurate daily security pricing for a range of products. Manage key relationships with Internal Clients and Third Parties; these include the Dealing desk and the investment team Responsibilities Static Data Duties ...
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