Paraplanner

code4; Darwen; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading investment firm in Darwen seeks a Paraplanner to analyze client portfolios and provide regulated advice on financial matters like pension transfers and investment suitability. The role involves evaluating client objectives and recommendations, managing special cases, and ensuring compliance. Candidates should possess significant financial services experience, relevant qualifications, and strong analytical skills. This position also offers comprehensive benefits, like healthcare and a generous pension plan.

Benefits

100% paid premiums for medical and dental plans

28 days annual leave plus holidays

Enhanced maternity pay

$10,000 fertility and family-forming benefit

9% company pension contribution

Gym subsidy up to £50 per month

Employee Assistance Program

Qualifications

• 3+ years of financial services experience is required.
• Strong understanding of core financial planning principles necessary.
• Ability to work under pressure in a dynamic team environment.

Responsibilities

• Evaluate client financial situations and determine suitable asset allocation recommendations.
• Formulate plans for clients with specialized needs.
• Review existing pension and investment arrangements for suitability.

Skills

Financial analysis

Organizational skills

Time management

Quantitative analysis

Team collaboration

Education

University degree or equivalent

Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma

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