Eden Rose, a growing UK wealth management business, is seeking a Level 4 qualified Paraplanner to join its Edinburgh team.
You will provide technical and report-writing support to Financial Advisers, focusing on complex cases and delivering high-quality client outcomes.
Responsibilities include preparing suitability reports, analysing client needs, building cash flow models, and supporting FCA compliance and reviews.
#J-18808-Ljbffr
Senior Paraplanner – Complex Financial Planning & Reporting employer: Eden Rose
Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.
