Paraplanner - RDR Level 4

54 Days Old

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 recommendationReview and formulate plans for clients with highly specialised situationsReview xbpsjku prospective clients' existing p

A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.

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Location:: London
Job Type:: FullTime
Category:: Banking And Financial Services

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