Purpose The purpose of this role is to provide first and second line support of the IT infrastructure to 7IM staff, and to other third party suppliers and clients where applicable. Responsibilities Ensure that the IT infrastructure architecture remains consistently available to all users (including colleagues, clients, business partners and suppliers) through: ...

Purpose The Director - Private Clients 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 Director - Private Clients will be capable of building relationships with both new and existing private clients Lead flow for ...

Purpose To manage, develop and service a panel of qualified existing / new IFAs and clients within the South Wales and West of England Region region who utilise the 7IM Discretionary and Retirement Income Service (RIS) Responsibilities Sales Work in conjunction with the regional Business Development Managers to sign-up new IFA firms to use...

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...

Purpose To assist the Senior Database Administrator in providing database support to the business. Responsibilities Ensure that the database infrastructure remains consistently available to all users (including colleagues, clients, business partners and suppliers) through: Management of service or change requests Manageme...

Purpose To find, research, profile, win, develop and retain opportunities for the whole range of 7IM products and services, working in close conjunction with the other members of the regional teams, namely Business Account Managers (BAM), Relationship Managers (RMs) and Platform Relationship Managers (PRMs). Responsibilities Sales L e ad n e w b u si n e s s ...

Purpose Working closely with one or more Private Client Managers (PCMs) to provide support for new and existing Discretionary, Wealth Management and Family Office clients Responsibilities Support the PCT Directors in ensuring the annual ongoing suitability targets are met by setting up meetings, attend taking meeting notes where required and completing the relevant...

Purpose Working closely with one or more Private Client Managers (PCMs) to provide support for new and existing Discretionary, Wealth Management and Family Office clients Responsibilities Support the PCT Directors in ensuring the annual ongoing suitability targets are met by setting up meetings, attend taking meeting notes where required and completing the rel...

PURPOSE: To support the Head of Operational Risk in the delivery and embedding of the Enterprise Risk Management Framework. Working closely with 7iM management you will support them in understanding their risk management responsibilities and provide appropriate challenge in respect of risk management decisions. RESPONSIBILITIES: Support delivery of the Operational Risk ...

Purpose T o f i n d , re s e a rc h, pro f i l e, w i n, d e v e l op a n d r et a i n o p p o r tu ni t i es f or the wh o l e r a n g e o f 7 I M products a nd s e r v ic e s , wor k i ng i n c l o s e co n j u n c t i o n w i t h t h e o t h e r m e m b e r s of t h e reg i o n a l t e a m s , n a m e l y B u s i n e s s De v e l o p m...

Purpose: Design, development, testing and release of software solutions to support the requirements of the business. Act as second line support for in-house developed applications. Responsibilities: Design, develop and deliver software solutions in conjunction with the Business Teams and in accordance with 7IM's software development principles and guideline...

To ensure the effective and efficient delivery of projects assigned. Assist with the refinement of business cases e.g. identification of solution options, provision of high level initial costings, and identification of attendant development risks. Leadership of staff assigned for the duration of projects. Communication of progress, risks and issues with the Change Team, or sponsors, and se...