Paraplanner

code4; Molesey; On-site; GBP 40,000 - 55,000; Full time

Job summary

A financial services firm in Molesey is seeking a Paraplanner for their UK New Business team. The role involves analyzing prospective client portfolios to provide regulated advice, formulating asset allocation recommendations, and conducting reviews of pension and investment arrangements. Candidates should have 3+ years in financial services and a relevant university degree, with strong collaboration and quantitative skills. Benefits include comprehensive health plans, generous leave, and a retirement pension plan.

Benefits

100% paid health premiums

28 days annual leave

Enhanced maternity pay package

$10,000 fertility benefit

9% company retirement contribution

Gym subsidy

Employee Assistance Program

Qualifications

• 3+ years of financial services experience required.
• Ability to work under pressure and in a dynamic team environment.
• Strong understanding of Fisher portfolio management philosophies.

Responsibilities

• Evaluate client objectives and determine suitable asset allocation.
• Review client pension and investment bond arrangements.
• Create training sessions for other groups within the firm.

Skills

Financial analysis

Time management

Quantitative skills

Team collaboration

Education

University degree or equivalent

Level 4 Qualification – CII Regulated Diploma in Financial Planning

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