Financial Planning Paraplanner: Insightful Reports
Listed on 2026-10-11
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Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Accounting & Finance
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
The Financial Planning Paraplanner:
Insightful Reports position in the Finance field is open for applications.
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This posting is for the Financial Planning Paraplanner:
Insightful Reports role at 7IM, based in City of Edinburgh, Scotland, United Kingdom.
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