Company: Seven Investment Management LLP
A role within Operations to take responsibility for the transfer of client assets. Oversee day to day administration within the transitions team, to ensure timely transition of client assets, track and report on assets in transfer and ensure adherence to Service Level agreements and within controls set. Ensure that we have continual cycle of enhanced [...]Read More... from Transitions Supervisor See details
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 [...]Read More... from Platform Relationship Manager See details
Working closely with 2-3 advisers within the 7im group supporting them with their own workloads and the day to day activities and ongoing support for both new and existing clients. Responsibilities Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings, attending meetings and completing the relevant post meeting documentation. [...]Read More... from Paraplanner ( 12 months FTC) See details
This role involves working within an agile Squad to create user-centric products and experiences across our digital applications. As a Senior UX Designer at 7IM, you will play a crucial role in delivering exceptional user experiences that align with 7IM’s design principles and overall requirements. In this role, you will be the voice of our [...]Read More... from Senior UX Designer – FTC See details
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 dealings [...]Read More... from Platform Service Manager See details
This is a newly created role to manage the tax affairs of 7IM with the opportunity of to develop and enhance existing skills, while being accountable to ensure tax compliance and tax consideration for future strategic growth. The role will sit within the External Reporting team, who are responsible for financial reporting (including statutory), tax [...]Read More... from Senior Tax Accountant See details
About The Role Purpose This is a newly created role to manage the tax affairs of 7IM with the opportunity to develop and enhance existing skills, while being accountable to ensure tax compliance and tax consideration for future strategic growth. The role will sit within the External Reporting team, who are responsible for financial reporting [...]Read More... from Senior Tax Accountant See details
About The Role Purpose To perform a key role in designing and implementing business, systems and operational change, as well as line managing 5 business systems analysts. This role will report into the Chief Transformation Officer with a heavy dotted line into the Transformation Director. 7IM has an exciting and challenging innovative change programme, the [...]Read More... from Senior Business Analyst (6 month FTC) See details
Predominantly based in the London office, the role of the Business Account Manager is to establish and grow relationships with financial adviser firms in partnership with the field-based BDM, which in turn will create opportunities to sell the broad 7IM proposition. Interaction with advisers will be carried out using a combination of the telephone and [...]Read More... from Business Account Manager See details
Work within a Client Relationship Team, working towards becoming a Financial Planning Director by supporting the team to achieve business objectives. Responsibilities Support the Private Client Directors within the team to achieve financial, strategic and conduct objectives as defined in the team’s Balanced Scorecard Support team by maintaining existing client relationships to the highest standards [...]Read More... from Associate Financial Planning Director See details
