7IM
Seven Investment Management manages around £10bn assets for private clients and provides a full range of investment services. These include discretionary management, self invest, funds of funds, models, loans, deposits and a whole market, open architecture platform. All of this is supported with industry leading client reporting software (7IMagine / Client Platform) and a great service.
Open roles at 7IM
3 roles
Featured
Junior Investment Analyst (Graduate)
7IM
London, UK
A 36-month Investment Management Trainee programme offering hands-on experience across portfolio management, investment strategy and investment solutions, with opportunities to develop analytical, reporting and client-service skills.About The RolePurpose:The purpose of this role is to support the 7IM Investment Management team. The Trainee will undertake meaningful work and projects crucial for the business; this will allow the trainee to build their skillset and knowledge. After 36 months working with all parts of the IM Team, it is expected that the trainee will make a joint decision with their Manager on the area they will like to move their career forward. The role will enable the trainee to start their career in the Investment Management industry, providing them with an opportunity to learn about our business, our culture, values and how we provide an award winning service to our clients.Responsibilities:On our 36-month programme, you will get exposure across different areas of the investment business such as but not limited to: Portfolio Management, Strategy and Investment SolutionsYou will have the opportunity to contribute across all areas, gaining hands-on experience through day-to-day business activity and dedicated projects. These projects may be carried out either in a standalone capacity, with the necessary support from teams, or require collaboration with various stakeholders within the businessExamples of the work you will undertake are: gathering and analysing data, writing reports, reviewing different investment products, assisting with preparing presentations, and liaising with other teams to deliver client requestsAbout YouSkills:• Ability to manage a number of tasks simultaneously, with a high level of accuracy and able to deliver against set deadlines• Excellent interpersonal and communication skills; with the ability to build relationship across the team and with key teams across the business• Experience of delivering an excellent level of service to customers• Ability to work independently and using own initiative• Strong numerical and analytical skillsKnowledge:• Knowledge and experience in using Microsoft Office, particularly Excel for data analysis• Some knowledge of Investment / wealth management industryQualifications:• Educated at degree levelOther Relevant Information:• Must be passionate, ambitious and motivated by a career within the Investment industry, with the ability to learn quickly and the desire to take on responsibility from day one• Must be flexible with a willingness to learn and take on new tasks
Posted 2 days ago
Compliance Analyst (Graduate)
7IM
London, UK
Support the Compliance Advisory team by assisting with regulatory compliance activities, financial promotion reviews, compliance monitoring, and governance administration within a financial services environment.About The RolePurpose:This entry-level position supports the Compliance Advisory team in delivering core compliance functions across the 7IM Group. The role will assist with the administration and oversight of key compliance activities, including employee compliance monitoring, regulatory horizon scanning, financial promotion reviews, and responding to day-to-day compliance queries. The successful candidate will gain broad exposure to regulatory compliance within a fast-paced financial services environment, contributing to the effective management of regulatory risk and the promotion of a strong compliance culture.Training will be provided on all tasks with initial tasks being primarily administration in support of two senior team members and moving on to more complex activities as the role develops.Responsibilities:Support the maintenance of compliance systems, including reviewing alerts and administering user access within the ‘STAR’ compliance toolAssist in the review of financial promotions to ensure accuracy and regulatory complianceMonitor and summarise regulatory publications and developmentsHelp prepare governance and committee packs using Microsoft PowerPointMaintain accurate records by filing emails and documents appropriately and ensuring SharePoint folders are clearly named and well organisedAbout YouSkills:Strong written and verbal communication skillsProficient in Microsoft OfficeHigh level of accuracy and attention to detailOrganised with good time management and the ability to prioritise effectivelyEnthusiastic and eager to learn with a proactive mindsetKnowledge:Basic understanding of the UK retail financial services industryAwareness of the role of financial advisers, investment platforms, and investment fundsAwareness of the regulatory environment and the role of the Financial Conduct Authority (FCA)Interest in financial services regulation and a desire to develop compliance knowledge furtherOther Relevant Information:Enthusiastic and keen to use initiativeAble to display an understanding of key compliance and risk principlesTeam player with understanding of key current and forthcoming regulatory developments.
Posted 15 days ago
Client Services Associate (Graduate)
7IM
Edinburgh, Scotland
Support wealth management client services by processing account administration, payments, transfers, reporting, and client communications while assisting financial advisers.About The RolePurpose:To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business. This role is suitable for those looking for their first professional opportunity after school or university.Responsibilities:• Setting up ad hoc payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals• Monitoring cash reconciliations and outstanding fees• Processing and monitoring transfers in and out, liaising with clients and colleagues• You will process any change of details requests including bank details and change of address ensuring the relevant systems are updated• Producing reports including valuations, performance summaries and transaction statements• Support wider team with processing new business application forms • Processing accounts closures and deceased client cases and ensure timely completion of such cases• Take responsibility to ensure that all client communication is accurate, appropriate & delivered at the right time, to include emails, letters and reports• Liaise closely with 7IM’s Operations team to ensure full communication and understanding, minimising errors and maximising service levels• Continually look at ways to enhance operational systems and procedures to maximise efficiencies eg Xplan • Continually suggesting realistic & appropriate improvements and solutions to problems to your line manager and others across 7im and review/create procedures when required• Filing, in accordance with 7IM and FCA procedures• Subscribing to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives• Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices• Other duties, as reasonably required by the line manager and 7IMAbout YouSkills:• Accuracy and attention to detail • Organisation of own workload to meet deadlines• Client focused, delivering a high standard of client service• Must be proactive and able to use initiative • Good communication skills, both oral and written• Adaptive to change• Proficient in MS Word/Excel• Ability & willingness to identify and suggest improvements in processes / service levelsKnowledge:• Experience in Client Services within Wealth Management is desired• Good working knowledge of all Microsoft office applications specifically Excel• Good knowledge of operational administration including settlement and transfers Qualifications:• Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard • Suitable for school leavers or graduates• Working towards an industry examination such as CII Level 4 Financial Planning qualification Other relevant information:• Reports into the Client Services Team Manager
Posted 28 days ago
Featured
Junior Investment Analyst (Graduate)
7IM
London, UK
A 36-month Investment Management Trainee programme offering hands-on experience across portfolio management, investment strategy and investment solutions, with opportunities to develop analytical, reporting and client-service skills.About The RolePurpose:The purpose of this role is to support the 7IM Investment Management team. The Trainee will undertake meaningful work and projects crucial for the business; this will allow the trainee to build their skillset and knowledge. After 36 months working with all parts of the IM Team, it is expected that the trainee will make a joint decision with their Manager on the area they will like to move their career forward. The role will enable the trainee to start their career in the Investment Management industry, providing them with an opportunity to learn about our business, our culture, values and how we provide an award winning service to our clients.Responsibilities:On our 36-month programme, you will get exposure across different areas of the investment business such as but not limited to: Portfolio Management, Strategy and Investment SolutionsYou will have the opportunity to contribute across all areas, gaining hands-on experience through day-to-day business activity and dedicated projects. These projects may be carried out either in a standalone capacity, with the necessary support from teams, or require collaboration with various stakeholders within the businessExamples of the work you will undertake are: gathering and analysing data, writing reports, reviewing different investment products, assisting with preparing presentations, and liaising with other teams to deliver client requestsAbout YouSkills:• Ability to manage a number of tasks simultaneously, with a high level of accuracy and able to deliver against set deadlines• Excellent interpersonal and communication skills; with the ability to build relationship across the team and with key teams across the business• Experience of delivering an excellent level of service to customers• Ability to work independently and using own initiative• Strong numerical and analytical skillsKnowledge:• Knowledge and experience in using Microsoft Office, particularly Excel for data analysis• Some knowledge of Investment / wealth management industryQualifications:• Educated at degree levelOther Relevant Information:• Must be passionate, ambitious and motivated by a career within the Investment industry, with the ability to learn quickly and the desire to take on responsibility from day one• Must be flexible with a willingness to learn and take on new tasks
Posted 2 days ago
Compliance Analyst (Graduate)
7IM
London, UK
Support the Compliance Advisory team by assisting with regulatory compliance activities, financial promotion reviews, compliance monitoring, and governance administration within a financial services environment.About The RolePurpose:This entry-level position supports the Compliance Advisory team in delivering core compliance functions across the 7IM Group. The role will assist with the administration and oversight of key compliance activities, including employee compliance monitoring, regulatory horizon scanning, financial promotion reviews, and responding to day-to-day compliance queries. The successful candidate will gain broad exposure to regulatory compliance within a fast-paced financial services environment, contributing to the effective management of regulatory risk and the promotion of a strong compliance culture.Training will be provided on all tasks with initial tasks being primarily administration in support of two senior team members and moving on to more complex activities as the role develops.Responsibilities:Support the maintenance of compliance systems, including reviewing alerts and administering user access within the ‘STAR’ compliance toolAssist in the review of financial promotions to ensure accuracy and regulatory complianceMonitor and summarise regulatory publications and developmentsHelp prepare governance and committee packs using Microsoft PowerPointMaintain accurate records by filing emails and documents appropriately and ensuring SharePoint folders are clearly named and well organisedAbout YouSkills:Strong written and verbal communication skillsProficient in Microsoft OfficeHigh level of accuracy and attention to detailOrganised with good time management and the ability to prioritise effectivelyEnthusiastic and eager to learn with a proactive mindsetKnowledge:Basic understanding of the UK retail financial services industryAwareness of the role of financial advisers, investment platforms, and investment fundsAwareness of the regulatory environment and the role of the Financial Conduct Authority (FCA)Interest in financial services regulation and a desire to develop compliance knowledge furtherOther Relevant Information:Enthusiastic and keen to use initiativeAble to display an understanding of key compliance and risk principlesTeam player with understanding of key current and forthcoming regulatory developments.
Posted 15 days ago
Client Services Associate (Graduate)
7IM
Edinburgh, Scotland
Support wealth management client services by processing account administration, payments, transfers, reporting, and client communications while assisting financial advisers.About The RolePurpose:To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business. This role is suitable for those looking for their first professional opportunity after school or university.Responsibilities:• Setting up ad hoc payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals• Monitoring cash reconciliations and outstanding fees• Processing and monitoring transfers in and out, liaising with clients and colleagues• You will process any change of details requests including bank details and change of address ensuring the relevant systems are updated• Producing reports including valuations, performance summaries and transaction statements• Support wider team with processing new business application forms • Processing accounts closures and deceased client cases and ensure timely completion of such cases• Take responsibility to ensure that all client communication is accurate, appropriate & delivered at the right time, to include emails, letters and reports• Liaise closely with 7IM’s Operations team to ensure full communication and understanding, minimising errors and maximising service levels• Continually look at ways to enhance operational systems and procedures to maximise efficiencies eg Xplan • Continually suggesting realistic & appropriate improvements and solutions to problems to your line manager and others across 7im and review/create procedures when required• Filing, in accordance with 7IM and FCA procedures• Subscribing to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives• Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices• Other duties, as reasonably required by the line manager and 7IMAbout YouSkills:• Accuracy and attention to detail • Organisation of own workload to meet deadlines• Client focused, delivering a high standard of client service• Must be proactive and able to use initiative • Good communication skills, both oral and written• Adaptive to change• Proficient in MS Word/Excel• Ability & willingness to identify and suggest improvements in processes / service levelsKnowledge:• Experience in Client Services within Wealth Management is desired• Good working knowledge of all Microsoft office applications specifically Excel• Good knowledge of operational administration including settlement and transfers Qualifications:• Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard • Suitable for school leavers or graduates• Working towards an industry examination such as CII Level 4 Financial Planning qualification Other relevant information:• Reports into the Client Services Team Manager
Posted 28 days ago
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