Paraplanner - RDR Level 4

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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 xbpsjku clients with highly specialised situationsReview prospective clients' existing p...
Location:
Poplar
Salary:
£60,000
Job Type:
FullTime
Category:
Banking And Financial Services

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