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Senior Paraplanner: Financial Planning & Research Lead
Job in
Princes Gate, Pembrokeshire, SA67, Wales, UK
Listed on 2026-08-28
Listing for:
7IM
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst
Job Description & How to Apply Below
7IM is seeking a Paraplanner to work with advisers across the group, producing clear, compliant reports for wrappers, pensions, ISA and GIA transfers, and investment top-ups. You will research, model cash flows, and support SoS decisions while mentoring junior staff.
You will ensure accurate client communications, manage workloads, and keep up with FCA rules and internal standards within the Xplan system.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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