Paraplanner: Financial Planning & Client Reporting Excellence

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.

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