Seven Investment Management LLP

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 required About You Knowledge 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 essential Qualifications 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 business Skills 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 information Reports to the Transitions Team Leader Subscribe to 7IM's Mission and Tenets and Treating Customers Fairly initiatives This 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.

A financial services firm in Greater London is looking for an early-career candidate to provide administrative support to the Transitions team. The role focuses on processing SIPP transfers and involves assisting with settlement queries, tracking assets, and maintaining client communication. Candidates should have a degree or equivalent, with a proactive attitude and willingness to learn. The position offers training and opportunities for professional growth within the asset operations field.

As part of the IT Infrastructure team, the Deskside Support Engineer provides high quality first and second-line technical support to end users across multiple office locations. The role is responsible for the delivery, installation, and maintenance of hardware and software, resolving complex technical issues, and acting as a trusted point of contact for IT related queries. The position also carries accountability for associated IT administration and documentation, ensuring consistency and efficiency across support processes. While primarily based at a main office location, the role requires flexibility to support other offices as business needs demand. Responsibilities Deliver first and second line support for the IT infrastructure as a priority, effectively managing demand through helpdesk tickets, telephone support, and on site walk ups, including: Service and change requests Incident investigation and resolution Execution of scheduled daily, weekly, and monthly operational tasks Install, configure, and deploy hardware and software in line with agreed infrastructure standards and best practices Troubleshoot and report faults of end user devices Reporting progress to the IT Infrastructure Operations Manager, immediately escalating outages, major delays and other serious issues Completing IT administration tasks to the defined standard, including but not limited to user account creation, group amendment, leavers process, and resource allocation Assisting and applying operating system updates and patches Maintaining and updating the Infrastructure team's documentation library Assist with ensuring that IT security policy and procedures are enforced and staff are aware of their contribution Providing out of hours support cover for application deployments and upgrades, on a rota where required Act as an on site point of contact for third line support teams to assist with the resolution of incidents. This may include performing certain activities at the direction of third line support teams, such as patching, power cycles, replacing drives or any such activity which requires on site presence Travel to various office locations on an ad hoc basis to provide on site end user support Work closely with colleagues to maintain a high performing team Assist in distributing knowledge amongst members of the Infrastructure team to aid personal development and the improvement of the IT Infrastructure Maintain a technical advantage through continual training and personal development Understand the business strategy and contribute to the overall goals of the business through infrastructure development, improvement and support About You Skills: Excellent PC support skills including a broad knowledge of Windows Client OS, Office 365 Apps and experience of supporting 3rd party desktop applications Installing and configuring end user devices Ability to logically and methodically problem solve IT issues Experience with supporting Azure AD\Entra ID Experience with supporting and troubleshooting Microsoft 365 and Exchange Online Experience with supporting and troubleshooting Microsoft Teams Experience with supporting and troubleshooting Intune Experience of installing and utilising server and desktop hardware Strong customer service skills Excellent written and oral communication skills Proven track record of delivering to commitments Knowledge of industry recognised IT and support practices An understanding of IT infrastructure technologies. Including DNS, DHCP, routing, TCP/IP Qualifications Microsoft certifications in relation to M365, Intune, Entra ID\Azure are a distinct advantage.

Purpose: To provide 7IM Agile Squad(s) with an automation-first approach to delivering incremental change. Provide day-to-day support to meet the 7IM Test Chapter objectives. Provide informed test guidance, support and delivery to the business, development and support functions throughout the lifecycle of our software solutions, with an 'shift-left' approach. Helping to support the overall delivery of the test automation agenda as 7IM drives towards a Quality Engineering culture. Responsibilities Ability to build and enhance Test Automation frameworks. Continuous learning while keeping apprised of industry advancements, particularly in the use of AI. Analysis of requirements (functional / non-functional) to enable you to confidently suggest types of testing that could / should be conducted on a piece of work, including the approach(es) that could / should be taken. Create data generation / manipulation / mining queries to support test prep and execution. Communication of the impact of not conducting certain types of testing should be effective, such that stakeholders understand and acknowledge any assumed risk. Be proactive in terms of suggesting improvements to test principles, techniques, and tools to other 7IM Test Chapter members. Create opportunities to increase efficiency, consistency, and value of testing; once created these opportunities should be driven forward in the most autonomous way possible. Support Test Leads in the roll out of new approaches and processes. Driving a BDD and/or TDD culture among peers, within the software development lifecycle. Coaching members of the wider Test Chapter who have automation ambition. About You General Skills/tools The ability to interact and influence Agile Squad(s) and other key stakeholders. BDD experience to champion best practices aligned with industry standards. Strong analytical skills to influence testing approach. Strong problem-solving skills. Strong communication skills (verbal & written) to help manage defects and relay complex technical details to a business audience. In-depth knowledge of the delivery lifecycle alongside the ISTQB industry best practice techniques. Asset Management industry knowledge. Experience of Azure Cloud and associated tech stack. Intermediate SQL. Microsoft Developer & Test Tools e.g., TFS / ADO. Automation Skills/tools Playwright (.Net). Specflow / Reqnroll (or another BDD framework tool). Selenium (desirable). Proficient in object-oriented programming (C# desirable). FitNesse (desirable).Familiarity with API test tools e.g., Postman / ReadyAPI. Familiarity CI/CD Pipelines (desirable). Knowledge In-depth knowledge of the delivery lifecycle. ISTQB industry best practise techniques. Asset Management industry knowledge. Qualifications ISEB / ISTQB Foundation Further ISEB / ISTQB qualifications are advantageous. Minimum of 5 years' experience Other Professional Attributes Team player. Conscientious. Excellent attention to detail. Excellent time management skills. Proactive approach. Ability to think laterally. Can-do attitude. Self-motivated and adept at pushing initiatives forward.