Paraplanner - RDR Level 4
Barbara Houghton
Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London.
Responsibilities: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients’ existing p click apply for full job details
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