Senior Paraplanner RDR Level 4

New Yesterday

Our client is looking for a Senior Paraplanner RDR Level 4 to join their team on a permanent basis in London.ResponsibilitiesConduct 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 recommendationReview xbpsjku and formulate plans for clients with highly specialised situationsR...
Location:
Poplar
Salary:
£70,000
Job Type:
FullTime
Category:
Banking And Financial Services

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