7IM in London Salary
55 BISHOPSGATE LONDON EC2N 3AS ENGLAND
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Earnings on positions in 7IM
7IM is looking for employees for positions:
paraplanner
Benefits
- mutual
Requirements
- candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard
- an industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired but not essential
- accuracy and attention to detail when writing reports
- organisation of own workload to meet deadlines
- client focused, delivering a high standard of client service
- must be proactive and able to use initiative
- candidates must have attained minimum Level 4 Diploma in Financial Planning with desire to achieve Level 6 and Chartered status
- good communication skills, both oral and written
Responsibility
- undertake technical research and analysis of clients existing products and investments, with findings to be presented in a detailed advice report
- creating Statements of Suitability for clients post meeting and ensure the annual review process is completed in a timely manner
- discuss client objectives with financial planners, identifying where further necessary client information is required, to prepare robust advice reports
- creating ad hoc letters for clients including fund switches and withdrawals
- draft research documents to explain complex technical issues in a simple manner
- assist in compiling financial planning and investment proposals, taking responsibility for any additional bespoke work being proposed such as cash-flow modelling
- maintain compliant advice files in Practice Management System
- be a second point of contact for clients to assist with queries and updates on transfers