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About the Role
The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on pension transfers, bond surrenders, investment taxation, and structure suitability. This role involves formulating asset allocation recommendations and writing suitability reports.
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 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.
Requirements
- A University degree or equivalent combination of education/experience.
- 3+ years financial services experience required.
- Experience working with accuracy and ability to organise/time-manage.
- Quantitative in nature.
- Ability to work under pressure and in a dynamic team environment.
- Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles.
- Exceptional understanding of client suitability.
- Undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required.
Skills
- Financial Planning
Location
- UK
Work Type
- Full-time
Experience Level
- 3+ years
Education Level
- University degree or equivalent
- Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable
Benefits
- 100% paid premiums for top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents.
- 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays.
- Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees.
- $10,000 fertility, hormonal health and family-forming benefit (or local currency equivalent).
- Retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions.
- Gym subsidy of up to £50 per month.
- Employee Assistance Program and other emotional wellbeing services.
- Collaborative working environment that practises ongoing training, educational support and employee appreciation events.
About the Company
- The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing.
- Fisher Investments Europe aligns with clients’ best interests by using a simple and transparent fee structure and recognised European custodians.
Equal Opportunity
- FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER