Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support advisers with client meetings, documentation, and ongoing suitability targets.
- Company: Join 7im, a leading investment management firm in Edinburgh.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Gain hands-on experience in financial planning while making a real impact on clients' lives.
- Qualifications: A levels or equivalent; financial planning qualifications are a plus but not essential.
- Other info: Be part of a team that values innovation and continuous improvement.
The predicted salary is between 36000 - 60000 £ per year.
Working closely with 2-3 advisers within the 7im group supporting them with their own workloads and the day to day activities and ongoing support for both new and existing clients.
Responsibilities
- Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings, attending meetings and completing the relevant post meeting documentation.
- Creating Statements of Suitability (SOS) for clients post meeting and ensure the annual review process is completed in a timely manner.
- Producing simple new business reports including ISA/GIA top ups and pension transfers to a high standard and in line with our suitability assurance programme requirements.
- Creating ad hoc letters for clients including fund switches and withdrawals.
- Support the Advisers with new business processing and onboarding journey on the CRM system, ensuring the system is kept up to date.
- Maintain compliant advice files in Practice Management System (Xplan).
- Be a second point of contact for clients to assist with queries and updates on transfers.
- Help to input, manipulate and maintain prospect data on Xplan including management of Adviser pipeline.
- After appropriate training, the Paraplanner will be required to take dealing instructions directly from clients and the Advisers for ongoing placement including switches, rebalances, investing monies and raising funds.
- Take responsibility to ensure that all client communication is accurate, appropriate & delivered at the right time, to include emails, letters and reports.
- Manage own workloads and that of the Advisers to ensure the best client experience is provided.
- Review and create procedures across the team as and when required.
- Liaise closely with Client Servicing Team and members of 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 (practice management system).
- Complete monthly compliance modules in timely fashion before deadlines.
- 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 7IM's 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 7IM.
About You
Skills
- Accuracy and attention to detail when writing reports.
- 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 levels.
Qualifications
- Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard.
- An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired but not essential.
Paraplanner (Edinburgh) employer: Seven Investment Management LLP
Contact Detail:
Seven Investment Management LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Edinburgh)
✨Tip Number 1
Familiarise yourself with the Xplan system, as it's crucial for managing client data and ensuring compliance. Understanding how to navigate and utilise this software will give you a significant edge during the interview process.
✨Tip Number 2
Brush up on your report writing skills, particularly in creating Statements of Suitability. Being able to demonstrate your ability to produce high-quality documentation will show that you're detail-oriented and ready to support advisers effectively.
✨Tip Number 3
Prepare to discuss your organisational skills and how you manage workloads. Think of specific examples where you've successfully prioritised tasks or improved processes, as this will highlight your proactive approach.
✨Tip Number 4
Showcase your client service experience by preparing anecdotes that illustrate your communication skills and ability to handle queries. This will demonstrate your commitment to delivering a high standard of service, which is essential for the role.
We think you need these skills to ace Paraplanner (Edinburgh)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Paraplanner. Emphasise your attention to detail, organisational skills, and any experience with client communication or financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of the job description that resonate with you, such as supporting advisers or managing client communications, and explain how your background makes you a great fit.
Showcase Relevant Skills: In your application, highlight your proficiency in MS Word and Excel, as well as your ability to manage workloads and meet deadlines. Provide examples of how you've used these skills in previous roles to enhance client service or improve processes.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner role.
How to prepare for a job interview at Seven Investment Management LLP
✨Showcase Your Attention to Detail
As a Paraplanner, accuracy is key. Be prepared to discuss examples from your past experiences where your attention to detail made a significant difference in your work. This could include how you ensured compliance or produced high-quality reports.
✨Demonstrate Client-Focused Mindset
The role requires a strong client service orientation. Share specific instances where you went above and beyond for clients, highlighting your ability to manage their queries and provide timely updates.
✨Familiarise Yourself with Xplan
Since the job involves using the Xplan system, it’s beneficial to have a basic understanding of it. If you have experience with similar CRM systems, mention that and express your willingness to learn quickly.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and adaptability. Think of scenarios where you had to suggest improvements or handle unexpected changes, and be ready to explain your thought process.
