Paraplanner - RDR Level 4
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Barbara Houghton
Canary Wharf E14 5AX
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 recommendationReview and formulate plans for xujxxms clients with highly specialised situationsReview prospective clients'... |
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2 hours ago
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