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Hybrid technical paraplanner: reports & financial planning

Edinburgh
Eden Scott
Financial planner
Posted: 27 April
Offer description

A leading investment management firm in Edinburgh is seeking an experienced Paraplanner to support financial advisers. You will prepare comprehensive financial reports, conduct product research, and maintain client records. Ideal candidates have experience in financial services and strong understanding of financial products. This role offers a competitive salary, hybrid working options, and a chance to join a values-driven organization that prioritizes integrity and client service.
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