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Lead Financial Planner
2 months ago
Lead Financial Planner RDR Level 4 Opportunity
Barbara 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 financial strategies to deliver FCA compliant guidance
- Specializes in critical areas such as retirement fund transitions and investment taxation
- Determines the appropriateness of account structures for clients
