More jobs:
Paraplanner - RDR Level 4
Job in
London, Greater London, W1B, England, UK
Listed on 2026-03-08
Listing for:
Barbara Houghton
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
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 pension and investment bond arrangements to determine whether a transfer is suitable Create and lead training for other groups within the firm as needed Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Skills and knowledge A University degree or equivalent combination of education/experience
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