Purpose: Provide administrative support to the 7IM SIPP team, on-boarding, maintaining, and monitoring all administration of 7iM SIPP operations ensuring quality service and adherence to service levels. This will involve liaising with colleagues, internal and external clients and third parties. Requirements of the firm and the regulator must always be met. Respon...

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 their client de...

Purpose To act as a client adviser within the 7IM Private Client Team. Offering the full range of wealth management solutions we have available. Responsibilities C l i e nt wo rk Relationship Management : You will be responsible for managing and growing your own portfolio of clients Where necessary, supporting colleagues in the pr...

The People & Culture Assistant will work closely with their Senior People & Culture Business Partner and the wider People team to deliver a full range of people related activity to the business areas they support. This role will be responsible for all first line advice and support, working within required SLAs and in line with relevant policies. This is a generalist role and will include...

Purpose To act as a client adviser within the 7IM Private Client Team. Offering the full range of wealth management solutions we have available. Responsibilities C l i e nt wo rk Relationship Management : You will be responsible for managing and growing your own portfolio of clients Where necessary, supporting colleagues in the pr...

Purpose To establish and maintain appropriate Cyber security controls across the 7IM Group, providing support for colleagues through training and guidance on cyber related questions, and will be comfortable working with a variety of technologies, security problems, and troubleshooting of the network. To run, deliver and complete projects that maintain, improve and...

Purpose This role will be the first of its kind at 7IM being responsible for development and maintenance of M365 technologies, predominately Power Platform & Dynamics 365. A large focus will be placed on building effective governance and control frameworks as well as upskilling and training across the organisation on both Power Platform and Dynamics 365. This role would suit a driven an...

PURPOSE: The role would work across new and strategically aligned teams within the investment area who are responsible for managing the product set (investment product) but also maintaining the relationships with our key clients (investment solutions). It is important to note the role is not one that would be directly influenced involved in investment decision making but instead is...

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 custome...

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 agreement...