Paraplanner: Financial Planning & Client Reporting Excellence
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-08-21
Listing for:
Seven Investment Management LLP
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services
Job Description & How to Apply Below
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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