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Senior Paraplanner – Complex Financial Planning & Reporting

Job in City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: Eden Rose
Full Time position
Listed on 2026-10-26
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst, Accounting & Finance, Financial Compliance
Salary/Wage Range or Industry Benchmark: 34000 - 52000 GBP Yearly GBP 34000.00 52000.00 YEAR
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.

Consider building your career as a Senior Paraplanner – Complex Financial Planning & Reporting at Eden Rose.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in City of Edinburgh, Scotland, United Kingdom.

This opportunity is part of our work in Finance, Legal.

The advertised compensation is 34.000 - 52.000.

We aim to respond to suitable candidates as soon as possible.

Position Requirements
10+ Years work experience
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