Senior Paraplanner – Complex Financial Planning & Reporting
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-09-03
Listing for:
Eden Rose
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst, Financial Compliance
Job Description & How to Apply Below
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-LjbffrPosition Requirements
10+ Years
work experience
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