Senior Paraplanner RDR Level 4
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Barbara Houghton
Tower Hamlets E14
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... |
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2 days ago
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