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Senior Paraplanner RDR Level 4

Posted: 20/01/26
Recruiter:Barbara Houghton
Reference:3061129778
Type:Permanent
Salary:£70,000 Annual
Location:London
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

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