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Permanent

Paraplanner - RDR Level 4

Barbara Houghton
East London
money-bag £60,000
Posted: 10 April 2026 (3 weeks ago)
Closing date: 20 May 2026
Ref: 106805434
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Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London.

Responsibilities:
Evaluate prospective 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
Review prospective clients'' existing p...


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