Paraplanner – Financial Planning Reports & Modelling

Job Description

Seven Investment Management is seeking a Level 1 Paraplanner to support advisers with standard advice cases, including new wrappers, pensions, ISAs and GIA transfers, and investment top-ups. You will articulate recommendations clearly, ensure suitability for client circumstances, and maintain regulatory and internal quality standards.

You will carry out detailed research and cash flow modelling to support planning recommendations, assess long-term sustainability, and demonstrate client