Purpose Working closely with advisers across the 7IM group on standard advice cases, while supporting the wider support team with advice queries, training, and client-related support. Responsibilities Create clear standard advice reports covering new wrappers, pension, ISA and GIA transfers, and investment top-ups, ensuring recommendations are clearly articulated, s...

Purpose To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business. Responsibilities Setting up ad hoc payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals. Monitoring cash reconciliations and outstanding fees Processing and monitoring tr...

Purpose A paraplanner is a finance expert who assists financial planners with their daily job duties completing certain tasks so that financial planners have more time to help clients individually. Paraplanners will perform technical research, analysis, and ad-hoc administrative duties to support PWM and the adviser with client servicing and management. Paraplanners may attend cl...

Provide support to the office/Adviser for a variety of tasks and, in turn, deliver a professional, compliant, effective telephone and administration based service to our clients. Responsible for submission of all new business to product providers/lenders and delivering a first-class on-going service to our existing clients. This role is to fully support the Partner(s) to service and gr...

Do you yearn for freedom and flexibility but know fundamentally you and your clients need the infrastructure of a well-established independent partnership? If you're looking to forge your career in the delivery of bespoke financial solutions to high-net-worth clients and you're keen to play your part in helping them meet their ultimate goal of financial freedom, then you may find just w...