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Permanent

Paraplanner - RDR Level 4

London
money-bag 60000.00-60000.00 Annual
3100718054
Posted 2 days ago

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 Review prospective clients'' existing p click apply for full job details

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