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 required.
- Other info: Be part of a team that values innovation and continuous improvement.
The predicted salary is between 30000 - 42000 £ 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, 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 practice management system, as it's crucial for managing client data and communications. Consider taking online tutorials or courses to enhance your proficiency, which will make you stand out during the interview.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work as paraplanners or advisers. Attend local events or join relevant online forums to gain insights and potentially get referrals that could help you land the job.
✨Tip Number 3
Demonstrate your attention to detail by preparing a mock Statement of Suitability or a new business report. This practical example can showcase your skills and understanding of the role during interviews, making a strong impression on the hiring team.
✨Tip Number 4
Stay updated on the latest compliance regulations and best practices in the financial planning sector. Being knowledgeable about these topics will not only boost your confidence but also show your commitment to providing high-quality service to clients.
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 Paraplanner role. 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 position and the company. Mention specific responsibilities from the job description, such as creating Statements of Suitability and 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. Ensure that all information is clear and concise, reflecting your strong communication skills, which are essential for this 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, especially in report writing or client communications.
✨Demonstrate Your Organisational Skills
The role requires managing multiple workloads and deadlines. Share specific strategies you use to stay organised and how you prioritise tasks effectively to meet client needs.
✨Highlight Your Client-Focused Approach
This position is all about delivering excellent client service. Prepare to talk about how you've gone above and beyond for clients in previous roles and how you ensure their needs are met.
✨Be Ready to Discuss Process Improvements
The company values proactive suggestions for enhancing operational systems. Think of instances where you've identified inefficiencies and proposed solutions, and be ready to share these during the interview.
