7IM

A graduate-friendly Junior Risk & Intelligence Analyst role at 7IM focused on building Power BI dashboards, analysing compliance and risk data, and supporting AI risk and data governance initiatives.About The RolePurposeTo support the development, maintenance, and enhancement of Risk & Compliance data insights across the 7IM Group. The Junior Risk & Intelligence Analyst will play a key role in transforming risk‑related and compliance‑related data into meaningful dashboards, using Power BI and underlying Excel datasets.The role will assist in the ongoing management of existing Risk & Compliance dashboards, whilst contributing to the design and implementation of new insights and reporting capabilities. The position will also provide the opportunity to support key initiatives — including embedding the Group’s Data Governance Framework, contributing to the implementation of the Group’s AI Risk Framework, and assisting with other Risk & Compliance projects.This role is open to graduates or applicants via Investment2020 with relevant experience in data visualisation using Power BI.ResponsibilitiesManage, maintain, and enhance Risk & Compliance Power BI dashboards, including but not limited to:Conduct RiskSuitabilityIncident ManagementComplaintsFinancial CrimeCompliance AdvisoryDevelop new dashboards and insights to support Risk & Compliance initiatives.Assist with the implementation of the Group’s AI Risk Framework.Support the embedding and ongoing development of the Group’s Data Governance Framework.Provide analytical support for BAU activities across the Risk & Compliance function.Ensure appropriate cover for reporting processes during periods of annual leave, sickness, or other absences.Contribute to reducing capacity strain on the team by owning recurring reporting responsibilities.Collaborate with senior members of the team to develop analytical and reporting capabilities, establishing a clear development pathway in line with the 2026 R&C Plan.Participate in relevant meetings, reporting cycles, and communications relating to Risk & Compliance insights.About YouSkills & KnowledgeStrong experience using Power BI to create data visualisations from Excel‑based datasets (Key requirement).Working knowledge of at least one of the following: Python, SQL, DAX.Interest or experience in Risk Management, Compliance, or Data Analytics.Ability to analyse data logically and present insights clearly.Strong communication skills and the ability to explain data‑driven findings to non‑technical stakeholders.High attention to detail and accuracy when handling data.Proactive, analytical mindset with a willingness to learn and problem‑solve.Ability to identify, manage, and help mitigate risk through data‑driven insights.QualificationsDegree in a relevant subject (e.g., Data Analytics, Risk, Mathematics, Computer Science, Business Management) is beneficial but not essential.Experience using Power BI is essential.Additional qualifications or training in Data Analytics, Risk, or Compliance would be advantageous but not required.Other Relevant InformationCollaborative team player.Conscientious, proactive, and eager to learn.Strong problem‑solving and time management skills.Ability to think laterally and manage responsibilities effectively.Positive, can‑do attitude and willingness to take ownership.The role reports into the Risk & Compliance leadership team.

Posted 25 days ago

A graduate-level business support and operations role at 7IM focused on strategic coordination, management reporting, project support, and executive-level business operations within the platform and intermediary solutions business.About The RolePurpose:The purpose of this role is to provide strategic, operational, and analytical support to the Business Heads in driving the effective management, performance, and development of the 7IM platform and Intermediary Solutions business. Acting as a central coordination point across leadership, finance, operations, and wider teams, the role ensures that key priorities, actions, and business initiatives are progressed efficiently and transparently. It strengthens decision‑making by producing high‑quality reporting, maintaining robust governance processes, and enabling the Business Head to operate with clarity, focus, and accountability.The role also contributes to broader business improvement by supporting cross‑functional projects, preparing senior‑level materials (including Board and MBR packs), and deepening understanding of the UK platform market through close engagement with teams and clients. Ultimately, the role exists to enhance organisational alignment, operational discipline, and strategic execution across the platform businessResponsibilities:Work with Business Head to progress all weekly and monthly platform priorities across platform business. Priorities to be agreed in weekly 121 session.Oversee all management actions agreed at platform management meetings. Attend management meetingsMaintain log of decisions and actions / work with the management team to close.Work closely with Finance Planning & Analysis Team and other key 7IM teams for capturing important reporting and data requirements and producing management reports as necessary. Coordinate management preparation of the Monthly Business Review (MBR) Pack, working across the management team to bring all relevant content together. Attend MBR and capture key management actions for progression and completion.Implement an effective and robust process for Business Head to manage the progression and closure of direct report 121 actions and priorities.  Work with the Business Head to prepare content and materials for Board meetings.Lead or support other business projects as required.Spend time with direct reports and teams to increase knowledge and understanding of the UK platform market and the 7IM platform business. Where appropriate, attend client events. About YouKnowledge:• Able to handle complex data sets• A good understanding and working knowledge of Microsoft Excel, Word and PowerPoint• Proficient in the use of other Microsoft programs • Capable of keeping track of multiple projects and tasks all progressing at once• Capable of handling and driving change • Excellent written and verbal communication skills • Excellent time management skills• Ability to prioritise your workload to ensure deadlines are metQualifications:• Graduate level degree

Posted 25 days ago

An entry-level financial operations role supporting SIPP and asset transfer administration at 7IM, involving transfer processing, stakeholder coordination, and operational support within the Transitions team.Purpose Provide administrative support to the Transitions team, with a focus on assisting in the processing and administration of 7IM SIPP transfers. This role is well suited to an early career candidate or graduate candidate looking to gain experience in asset transitions and financial operations. The postholder will support the timely transfer of client assets into and out of 7IM, working closely with colleagues and third parties while receiving training and guidance from more experienced team members.Responsibilities• Support the checking and processing of transfer requests received from 7IM relationship management teams, assisting with settlement queries and inputting instructions into the Pershing NEXUS system• Assist with communication to counterparties, fund managers and custodians to help ensure the smooth and timely transition of client assets• Help track and report on assets in transfer using the Asset Tracker system, providing clear updates to enable clients and internal stakeholders to monitor progress• Manage and respond to queries received via the Transitions mailbox, post and telephone, escalating more complex issues where appropriate• Support the processing of transfers through electronic re‑registration systems such as Origo and Altus• Monitor reports and internal systems to check for receipt of funds and assets• Assist with chasing and validating SIPP transfer information from third parties• Support the processing of payments to clients and third parties in relation to transfers out of 7IM• Follow internal operational procedures and controls to ensure risks are managed effectively• Help maintain positive working relationships with third party administrators, fund managers and custodians• Work collaboratively with other 7IM departments to support efficient transitions• Treat clients (internal and external) and colleagues fairly and act in line with 7IM’s mission and tenets• Attend internal meetings and training sessions, and support team initiatives where requiredAbout YouKnowledge• An interest in, or basic awareness of, tax wrappers such as ISAs, SIPPs and offshore bonds• Awareness of asset transfer processes is desirable but not essential• Understanding of financial services operations or administration is beneficial• Exposure to systems such as Pershing NEXUS, Origo or Altus is an advantage but not required• Previous experience in an administrative, operations or customer service role is desirable• Prior SIPP or transitions experience is beneficial but not essentialQualifications• Degree or equivalent qualification (any discipline) desirable• Willingness to work towards relevant professional qualifications such as the Investment Operations Certificate (IOC), with support from the businessSkills• High level of accuracy and attention to detail• Good organisational and prioritisation skills to manage workload and meet deadlines• Clear written and verbal communication skills• Confidence in dealing with emails, telephone queries and internal stakeholders• Proactive attitude and willingness to learn• Understanding the importance of treating customers fairly and delivering good outcomes Other relevant informationReports to the Transitions Team LeaderSubscribe to 7IM’s Mission and Tenets and Treating Customers Fairly initiativesThis role works closely with others within the team sharing the workload and responsibility so a ‘team’ attitude is needed – helping others when required.Flexible attitude to duties as the role requirements may evolve to meet changing demands within the team. The successful candidate may undertake training to provide holiday cover to other areas within Operations.

Posted 25 days ago