Senior Paraplanner RDR Level 4
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Barbara Houghton
Canary Wharf E14 5AX
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 xujxxms and formulate plans for clients with highly specialised... |
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19 minutes ago
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