Paraplanner - RDR Level 4

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Barbara Houghton
Screened
Olney, South East
Posted 4 days ago
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About the role

Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London.

Submit your CV and any additional required information after you have read this description by clicking on the application button.

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 xwzovoh with highly specialised situations Review prospective clients' existing p click apply for full job details

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