Hybrid Paraplanning & Research Associate (DipPFS Path)

Eden Rose, a Chartered independent boutique Financial Planning firm, seeks a Research and Analysis professional to support its advisers in the City. The role blends paraplanning and administration, helping ensure compliant client files and high-quality financial planning advice.

You will assist with research, suitability reports, and new business processing, while pursuing DipPFS and completing Level 4 exams as part of ongoing professional development.

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