Senior Paraplanner – Complex Financial Planning & Reporting

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.

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