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    Lead Financial Planner RDR Level 4 OpportunityBarbara Houghton is in search of a Lead Financial Planner RDR Level 4 to enhance their team. This role is pivotal in evaluating client financial strategies to deliver FCA compliant guidance on retirement fund transitions, investment taxation, and account appropriateness.Conducts thorough evaluations of client...

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    3 months ago


    London, United Kingdom Blakemore Recruitment Full time

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Paraplanner RDR Level 4

2 months ago


City of London South East, United Kingdom Barbara Houghton Full time

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


If your skills, experience, and qualifications match those in this job overview, do not delay your application.

As a Paraplanner RDR Level 4, analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. In this role you will be expected to formulate asset allocation recommendations, and write suitabilit...


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