Paraplanner: Financial Planning & Client Reporting Excellence
Listed on 2026-10-26
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Finance & Banking
Financial Reporting, Financial Analyst, Accounting & Finance, Financial Compliance
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.
We are currently recruiting a Paraplanner:
Financial Planning & Client Reporting Excellence for our team in City of Edinburgh, Scotland, United Kingdom.
This opportunity is for the Paraplanner:
Financial Planning & Client Reporting Excellence role at Seven Investment Management LLP.
We are seeking a motivated Paraplanner:
Financial Planning & Client Reporting Excellence to join Seven Investment Management LLP in City of Edinburgh, Scotland, United Kingdom.
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