At a Glance
- Tasks: Support advisers by producing clear advice reports and conducting financial research.
- Company: Join a leading investment management firm focused on client excellence.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic workplace with opportunities for mentorship and career advancement.
- Why this job: Make a real difference in clients' financial journeys while growing your skills.
- Qualifications: Experience in financial planning and strong analytical skills.
The predicted salary is between 34650 - 42350 £ per year.
Seven Investment Management LLP is seeking an experienced Paraplanner to work closely with advisers across the group, producing clear standard advice reports and supporting the wider team with queries, training, and client-related support.
You will conduct research and cash flow modelling, perform accurate financial calculations (CGT, cost comparisons), and mentor junior staff.
The role ensures regulatory compliance and high-quality client service in a dynamic environment.
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Paraplanner: Financial Planning & Client Reporting Excellence employer: Seven Investment Management LLP
Seven Investment Management LLP is an excellent employer that fosters a collaborative and innovative work culture, making it an ideal place for a Senior Automation Test Engineer. With a strong focus on employee growth and development, the company offers numerous opportunities for professional advancement while working in the dynamic field of asset management. Located in a vibrant area, employees benefit from a supportive environment that encourages creativity and excellence in automation practices.
Contact Details:
Seven Investment Management LLP Recruitment Team
