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Senior Paraplanner RDR Level 4

3 months ago

South East England, United Kingdom Barbara Houghton Full time

Our client is looking for a Senior Paraplanner RDR Level 4 to join their team on a permanent basis in London.

As a Senior Paraplanner RDR Level 4, analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. In this role you will be client-facing and expected to conduct fac...