Senior Paraplanner RDR Level 4
Posted 4 hours 14 minutes ago by Barbara Houghton
£70,000 Annual
Permanent
Not Specified
Other
London, United Kingdom
Job Description
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
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