Investment Management Specialist

To act as a client adviser within the 7IM Private Client Team, offering the full range of wealth management solutions available. Responsibilities Relationship Management: You will be responsible for managing and growing your own portfolio of clients. Where necessary, supporting colleagues in the provision of financial planning advice. Wealth...

**About The Role**: **Purpose**Responsibilities** - Setting up all payments for ISAs, SIPPs, Bonds, GIAs - You will be keeping back-office systems and client databases up to date and accurate, overseeing regular payments, the preparation of paperwork, processing of new business, transfers out/account closures and liaising clients and colleagues - You will...

Embracing a mission-driven approach, we're seeking a seasoned investment leader to spearhead investments that drive sustainable community growth across Scotland.About the RoleThis exciting opportunity within our Investment Origination team requires an experienced professional with a proven track record in place-based investments. You'll collaborate closely...

Investment Director – PlaceLocation: Edinburgh or GlasgowThe Scottish National Investment Bank is seeking a highly experienced and passionate Investment Director – Place to lead investments aligned with our Place Mission. In this senior role, you’ll drive projects across Scotland that contribute to vibrant, sustainable communities, focusing on sectors...

Job Description Investment Director – Place Location: Edinburgh or Glasgow The Scottish National Investment Bank is seeking a highly experienced and passionate Investment Director – Place to lead investments aligned with our Place Mission. In this senior role, you’ll drive projects across Scotland that contribute to vibrant, sustainable...

Investment Director – PlaceLocation: Edinburgh or GlasgowThe Scottish National Investment Bank is seeking a highly experienced and passionate Investment Director – Place to lead investments aligned with our Place Mission. In this senior role, you’ll drive projects across Scotland that contribute to vibrant, sustainable communities, focusing on sectors...

Investment Director – PlaceLocation: Edinburgh or GlasgowThe Scottish National Investment Bank is seeking a highly experienced and passionate Investment Director – Place to lead investments aligned with our Place Mission. In this senior role, you’ll drive projects across Scotland that contribute to vibrant, sustainable communities, focusing on sectors...

Investment Director – PlaceLocation: Edinburgh or GlasgowThe Scottish National Investment Bank is seeking a highly experienced and passionate Investment Director – Place to lead investments aligned with our Place Mission. In this senior role, you’ll drive projects across Scotland that contribute to vibrant, sustainable communities, focusing on sectors...

About the RoleWe are seeking a highly motivated and talented Investment Solutions Specialist to join our team at XPS Pensions Group. This is an excellent opportunity for a recent graduate to develop their skills and knowledge in investment consulting.Job DescriptionThe role of the Investment Solutions Specialist involves assisting clients with investment...

Job OverviewWe are seeking an experienced Investment Director to lead our investment efforts in Scotland's vibrant communities, driving economic resilience and social wellbeing.This role is a key part of our Investment Origination team, working closely with the Director – Market Creation (Place) to structure, negotiate, and execute impactful investments...

We are seeking a highly experienced Investment Director to lead investments aligned with our Place Mission. In this senior role, you will drive projects across Scotland that contribute to vibrant, sustainable communities.The Scottish National Investment Bank is looking for a passionate leader who can structure, negotiate, and execute impactful investments...

The Scottish National Investment Bank is seeking an experienced and passionate investment leader to drive projects across Scotland that contribute to vibrant, sustainable communities.About the Role:In this senior position, you'll lead investments aligned with our Place Mission, focusing on sectors such as affordable housing, community regeneration,...

**About The Role**: **Purpose** **Responsibilities** - Processing letters of authority and obtaining the relevant information from external providers to assist the Paraplanners in writing initial suitability reports - Setting up online access for new and existing clients and assisting with all queries in relation to the My7IM portal - Setting up all...

About the RoleWe are seeking a highly skilled Strategic Financial Planning Manager to join our team at Seven Investment Management LLP.Job SummaryThis is an exciting opportunity for a motivated and experienced individual to take on a challenging role in financial planning, where you will be responsible for delivering high-quality advice to clients. As a key...

To act as a client adviser within the 7IM Private Client Team, offering the full range of wealth management solutions available. Responsibilities Relationship Management: You will be responsible for managing and growing your own portfolio of clients. Where necessary, supporting colleagues in the provision of financial planning advice. Wealth...

Job Title: Investment Proposal SpecialistWe are seeking an experienced Investment Proposal Specialist to join our team in Edinburgh. This is a 12-month fixed term contract opportunity.Key Responsibilities:Manage the full proposal process, from initial receipt to final submission, ensuring all deadlines are met.Lead on strategic and complex proposals and due...

**Job Role:** Wealth Management StrategistSeven Investment Management LLP is seeking a highly skilled Wealth Management Strategist to join our team.We offer a competitive salary of £60,000 - £80,000 per annum, depending on experience.Key Responsibilities:Support the development of strategic plans to drive business growth.Conduct industry research and...

**Job Description:** Corporate Development ManagerSeven Investment Management LLP is looking for an experienced Corporate Development Manager to support our corporate development team.We offer a competitive salary of £80,000 - £100,000 per annum, depending on experience.Key Responsibilities:Support strategic projects, including M&A activities and financial...

At State Street, we're seeking a skilled Investment Accounting Specialist to join our team. As a key member of our organization, you'll play a crucial role in safeguarding and stewarding the investments of millions of people.This dynamic position offers a unique opportunity to work with cutting-edge technology and innovative products, driving growth and...

Investment Director – PlaceLocation: Edinburgh or GlasgowThe Scottish National Investment Bank is seeking a highly experienced and passionate Investment Director – Place to lead investments aligned with our Place Mission. In this senior role, you’ll drive projects across Scotland that contribute to vibrant, sustainable communities, focusing on sectors...