Purpose Working closely with one or more Private Client Directors 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: This role within Operations is responsible for leading the SIPP Administration team at 7IM reporting into the Head of Pensions & Operational Control. This will specifically focus on the operational running of the 7IM SIPP overseeing processes carried out internally and our outsourced SIPP administration partner. This role is expected to build positive and lasting relati...

Purpose: A role within the Operations team to support the administration of SIPP's at 7IM. Liaison with internal and external clients to ensure accounts are set up and maintained in a timely manner. Enhance, create and ensure adherence to internal and client operational processes. Responsibilities: SIPP Administration Check all client account...

Purpose: In this role, you will be responsible for managing and supporting the delivery of a wide range of compelling and engaging content to support the communications strategy and overall organisational objectives. This is a key role as the content and communications that is produced by the team is crucial in supporting 7IM's vision of delivering an unrivalled experience. Respons...

Purpose To lead and deliver concurrent projects / small change items within a team of project managers working on a strategic programme of delivery, reporting directly to the Programme Manager for matrix management day-to-day responsibilities and direction, and into the Head of Change Management for line management purposes. This role is accountable for the delivery of changes to systems...

Purpose Reporting to one of the 7iMManagement Accountants, and part of a finance team of 19 people, this role isto provide accurate management and financial information for the 7iM Group. Themain purpose of the role is to produce timely and accurate reporting for allentities withing the 7iM group, with a keen focus on enhancing the accountingcontrols for this entity, including balance she...

Purpose To lead and deliver concurrent projects within the infrastructure team across networking, data centres, telephony, service desk and Cyber security. Reporting to the Head of Infrastructure, you will work with existing team members to plan and implement the changes required within agreed time and budget constraints. Responsibilities Take responsibility for th...

Purpose Reporting to one of the 7iM Management Accountants, and part of a finance team of 19 people, this role is to provide accurate management and financial information for Seven Investment Management LLP, the largest and most complex trading entity in the 7iM Group. The successful candidate will need to be enthusiastic, creative, with a strong personality and is happy to challenge t...

Purpose This role is to work within our growing Digital Team to create user-centric products and experiences across all our digital applications. As a Digital Design at 7IM, you will work on projects across all our digital touchpoints and all stages of our UX and UI design process. You'll work with Digital Experience Manager, Product Manager, and our development team. Together you'll deliver...

PURPOSE: This role is a 9-month fixed term contract, based in Edinburgh. The purpose of the role is to provide administration support to 7IM Private Client Team (PCT). RESPONSIBILITIES: Inputting, manipulating & maintaining data on the 7IM client relationship management systems to assist with opening accounts and general client account administration & mainte...

Purpose To help the 7IM Relationship Managers to service, manage and develop a panel of qualified existing and new IFAs and clients within the South West Intermediary team who utilise the 7IM Discretionary / Retirement Income Services (RIS) Responsibilities Sales Assist RMs in preparation for new business meetings, conduct portfolio analysis and draw up in...

Purpose: A role within Operations to take responsibility for the accurate tax administration and reporting within the Tax Team. Oversee day to day administration, to ensure high quality of data output, track and report MI and ensure adherence to Service Level agreements and within controls set. Ensure that we have continual cycle of enhanced processes, raised standards and improved qu...