Purpose Primary responsibilities include retail investment suitability file reviews, execution of the compliance monitoring plan and contribute to its development, and review and approve financial promotions. Responsibilities Conduct retail investment suitability file reviews on initial and ongoing business activity in accordance with FCA requirements and 7...

Purpose To help the 7IM Relationship Managers (Intermediary) to service, manage and develop a panel of qualified existing and new IFAs and clients within your region 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 investme...

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...

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 ...

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, manipula...

PURPOSE: Primary responsibilities include handling and managing the resolution of formal complaints, execution of the compliance monitoring plan and contribute to its development, review and approve financial promotions. RESPONSIBILITIES: Provide support with the investigation and resolution of regulated complaints including constructing appropriate final response lett...

Purpose This role will provide key support to the Head of Communications and Content. The candidate will be responsible for helping to plan, develop and execute engaging short and long-form marketing content across digital and print mediums. Their purpose is to deliver compelling and relevant content across the business channels within the agreed timescales in order to maximis...

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 opening documentation be...

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. ...

Would you be interested in experiencing a week of what it's like to work at 7IM? We are holding a one-week work experience opportunity in July 2021, to give students an insight into careers at 7IM. The week aims to help develop your understanding of working amongst a professional environment within the Investment Management industry. Allowing you to broaden your knowledge around the ind...

Purpose This role will provide key support to the Head of Creative Services in delivering consistent look and feel across the 7IM business (internal and external) maintaining the 7IM brand across a range of collateral. Responsibilities • Apply the 7IM brand consistently across multiple media channels (print, digital) • Work with the Head of Creative Services to ...

Purpose The Private Client Manager (PCM) 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 PCM will be capable of building relationships with both new and existing private clients Lead flow for prospective clients wi...