At a Glance
- Tasks: Create insightful financial reports and support advisers with client-related queries.
- Company: Join 7IM, a forward-thinking financial services firm.
- Benefits: Gain valuable experience, mentorship, and a supportive team environment.
- Other info: Opportunity for career growth and professional development in a dynamic industry.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Interest in finance and strong analytical skills are essential.
The predicted salary is between 29700 - 36300 £ per year.
7IM is seeking a Level 1 Paraplanner to work closely with advisers across the group on standard advice cases and to support the wider team with queries, training, and client-related support.
You will create clear reports for wrappers, pensions, ISA, and GIA transfers and ensure recommendations are suitable and compliant.
You will perform cash flow modelling, assist with CGT calculations, and help compare costs to support client recommendations and suitability assessments, while mentoring junior staff.
Financial Planning Paraplanner: Insightful Reports employer: 7IM
7IM is an exceptional employer located in the vibrant area of Princes Gate, UK, offering a collaborative work culture that prioritises quality engineering and innovation. Employees benefit from continuous professional development opportunities, a supportive team environment, and the chance to contribute to meaningful projects within the asset management sector. With a focus on automation and Agile methodologies, 7IM fosters a dynamic atmosphere where your skills can thrive and make a real impact.
