Our client is looking for a Senior Paraplanner RDR Level 4 to join their team on a permanent basis in London. Responsibilities Conduct fact finding calls with clients to evaluate 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 clients' existing pension and investment bond arrangements to determine whether a transfer/surrender is suitable Communicate advice to clients directly Prepare written proposals and recommendations for transfers and present this advice to them to confirm understanding Work with other departments to provide best client outcomes through developing new resources and providing training Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to e...