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 xjdpvnf clients with highly specialised situationsReview prospective clients' existing p...
Job Title
Paraplanner - RDR Level 4