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Permanent

Senior Paraplanner RDR Level 4

London
money-bag 70000.00-70000.00 Annual
3061129778
Posted 1 week ago

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 R click apply for full job details

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