Paraplanner - RDR Level 4

61 Days Old

Job Description

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...



ZIPC1_UKTJ

Location:
London
Job Type:
FullTime
Category:
Finance And Insurance

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