Paraplanner - RDR Level 4

Barbara Houghton

Screened

Millwall, London

Posted 3 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.

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 with highly specialised situations xwzovoh

Review prospective clients' existing p

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