Paraplanning Expert

17 hours ago

Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full time
Job Overview

Seven Investment Management LLP is a leading wealth management firm that offers a comprehensive range of financial planning services to its clients. As a Financial Paraplanner, you will play a crucial role in supporting our financial planners in delivering high-quality advice and creating bespoke planning solutions for our clients.

About the Job

  • Work closely with financial planners to prepare and write advice reports on complex cases.
  • Undertake technical research and analysis of clients' existing products and investments.
  • Collaborate with the team to create bespoke planning solutions for new and existing clients.
  • Discuss client objectives with financial planners and identify areas for further research.
  • Assist in compiling financial planning and investment proposals.

Key Skills and Qualifications

  • Minimum Level 4 Diploma in Financial Planning (or equivalent).
  • Desirable experience of Defined Benefit Pension advice.
  • Excellent MS Word/Excel skills and attention to detail.
  • Able to work independently and manage multiple deadlines.

Why Join Us?

  • Estimated salary: £45,000 - £60,000 per annum.
  • Opportunity to work in a dynamic and supportive team environment.
  • Ongoing training and development opportunities.

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