Permanent
Paraplanner - RDR Level 4
East London
£60,000
106805434
Posted 3 weeks ago
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...
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