Paraplanner - RDR Level 4

<div style=""><span><span style="">Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London.</span></span></div><div style=""><span><span style=""><br /></span></span></div><div style=""><span><span style="">Responsibilities:</span></span></div><div style=""><span><span style="">Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation</span></span></div><div style=""><span><span style="">Review and formulate plans for clients with highly specialised situations</span></span></div><div style=""><span><span style="">Review prospective clients' existing p...</span></span></div><div style=""><span><span style=""><br /></span></span></div><div style=""><br /></div>