Paraplanner

code4; Epsom and Ewell; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in Epsom and Ewell is seeking a Paraplanner to analyze client portfolios and provide regulated advice. The role requires formulating asset allocation recommendations and reviewing pension transfers. Candidates should possess a Level 4 financial qualification and have over 3 years of relevant experience. Benefits include extensive health coverage, generous annual leave, and a retirement pension plan with company contributions.

Benefits

100% paid premiums for medical and dental plans

28 days annual leave plus holidays

Enhanced maternity pay

$10,000 fertility benefit

9% retirement pension contribution

Gym subsidy

Employee Assistance Program

Ongoing training and educational support

Qualifications

• 3+ years financial services experience required.
• Experience working with accuracy and ability to organise/time-manage.
• Quantitative in nature; ability to work under pressure.

Responsibilities

• Evaluate prospective client objectives and financial situation.
• Formulate asset allocation recommendations for clients.
• Review pension and investment arrangements for suitability.

Skills

Financial analysis

Client suitability assessment

Time management

Organizational skills

Education

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

University degree or equivalent

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