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
7IM is an exceptional employer that prioritises employee growth and development, offering comprehensive support for professional qualifications such as the Level 4 CISI IAD. With a collaborative work culture that values accuracy and attention to detail, employees are encouraged to build strong relationships with clients and colleagues alike, fostering a sense of community and shared success. Located in a dynamic environment, 7IM provides unique opportunities for career advancement while maintaining a commitment to the highest standards of service and compliance.
Contact Details:
Seven Investment Management Recruitment Team
