Paraplanner

Fisher Investments; City Of London; On-site; GBP 45,000 - 59,000; Full time

Benefits offered by this job

Medical & dental

Health screening

Annual leave 28+3

Maternity pay

Fertility benefit

Pension 9% + match

Gym subsidy

EAP

Training & development

Job summary

Fisher Investments Europe is seeking a Paraplanner to join the UK New Business team in London. You will analyse prospective client portfolios to provide regulated advice on pensions, bond surrenders, investment tax and structure suitability. Report to your Team Leader and write suitability reports.

Responsibilities include evaluating objectives, reviewing plans for complex cases, and creating training for other groups. Compliance with F&P assessments is required.

Qualifications

• University degree or equivalent combination of education/experience.
• Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable.
• 3+ years financial services experience.
• Strong accuracy and time-management.
• Quantitative by nature.

Responsibilities

• Evaluate client objectives, holdings, time-horizon and cash flow to determine asset allocation.
• Review plans for highly specialised situations.
• Assess pension and investment bond transfers for suitability.
• Create and lead training for other groups as needed.
• Support PCA Group efficiency improvements.
• Adhere to F&P assessment requirements.

Skills

Analytical

Time management

Accuracy

Quantitative mindset

Team player

Under pressure

Education

University degree or equivalent

Level 4 Diploma (CII/CISI)

Job description

The Opportunity:

The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.

The Day-to-Day:

• 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

Your Qualifications:

• A University degree or equivalent combination of education/experience
• Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable
• 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
• It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

• 100% paid premiums for our 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
• A 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
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events

Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER