At a Glance
- Tasks: Produce clear reports and support financial advisers with research and cash flow modelling.
- Company: Join 7IM, a leading financial services firm with a focus on innovation.
- Benefits: Competitive salary, mentoring opportunities, and a supportive work environment.
- Other info: Dynamic team atmosphere with opportunities for career advancement.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in financial planning and strong communication skills required.
The predicted salary is between 38250 - 46750 £ per year.
7IM is seeking a Paraplanner to work with advisers across the group, producing clear, compliant reports for wrappers, pensions, ISA and GIA transfers, and investment top-ups.
You will research, model cash flows, and support So S decisions while mentoring junior staff.
You will ensure accurate client communications, manage workloads, and keep up with FCA rules and internal standards within the Xplan system.
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Senior Paraplanner: Financial Planning & Research Lead employer: 7IM
At 7IM, we pride ourselves on being an exceptional employer, offering a collaborative work culture that fosters professional growth and development. As a Senior Paraplanner, you will not only play a crucial role in supporting our advisers but also have the opportunity to mentor junior staff, ensuring a rewarding career path in the heart of financial planning. Our commitment to compliance and excellence, combined with a supportive team environment, makes 7IM a fantastic place to build your future.
