Financial Planning Paraplanner: Insightful Reports
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-08-24
Listing for:
7IM
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant
Job Description & How to Apply Below
7IM is seeking a Level 1 Paraplanner to work closely with advisers across the group on standard advice cases and to support the wider team with queries, training, and client-related support. You will create clear reports for wrappers, pensions, ISA, and GIA transfers and ensure recommendations are suitable and compliant.
You will perform cash flow modelling, assist with CGT calculations, and help compare costs to support client recommendations and suitability assessments, while mentoring junior
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