Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London.
Submit your CV and any additional required information after you have read this description by clicking on the application button.
Responsibilities: Evaluate prospective 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 xsngvjr with highly specialised situations Review prospective clients' existing p click apply for full job details