SEVEN INVESTMENT MANAGEMENT LLP - T/a 7IM LLP is seeking a proactive Paraplanner to support advisers with standard advice cases and to back up the wider team with queries, training and client-related support.
You will produce clear reports, conduct cash flow modelling, assist with CGT calculations and maintain high standards of compliance and client service using Xplan. The role includes training level 1 paraplanners and collaborating across the 7IM group.
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Are you ready to take on the Paraplanner - Financial Planning Reports & Modelling role at SEVEN INVESTMENT MANAGEMENT LLP - T/a 7IM LLP?
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Paraplanner - Financial Planning Reports & Modelling role in the description above.