At a Glance
- Tasks: Support advisers with financial planning, research, and cash flow modelling.
- Company: Join a leading investment management firm focused on client success.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Exciting opportunities for career advancement in a dynamic industry.
- Why this job: Make a real difference in clients' financial futures while growing your skills.
- Qualifications: Strong analytical skills and a passion for finance.
The predicted salary is between 38250 - 46750 £ per year.
Seven Investment Management is seeking a Level 1 Paraplanner to support advisers with standard advice cases, including new wrappers, pensions, ISAs and GIA transfers, and investment top-ups. You will articulate recommendations clearly, ensure suitability for client circumstances, and maintain regulatory and internal quality standards.
You will carry out detailed research and cash flow modelling to support planning recommendations, assess long-term sustainability, and demonstrate client.
Paraplanner — Financial Planning Reports & Modelling employer: Seven Investment Management
Seven Investment Management is an excellent employer, offering a dynamic work culture that fosters innovation and collaboration in the heart of the financial sector. Employees benefit from comprehensive professional development opportunities, competitive remuneration, and a commitment to work-life balance, all while contributing to cutting-edge projects in hybrid cloud networking and infrastructure. With a focus on employee well-being and growth, this role provides a meaningful chance to make a significant impact within a forward-thinking organisation.
Contact Details:
Seven Investment Management Recruitment Team
