Paraplanner — Regulated Financial Planning & Analysis

Financial Planning Firm; Greater London; Hybrid; GBP 42,000 - 56,000; Full time

Benefits offered by this job

Health premiums for employees and the

Annual leave (28 days + up to 3 extra)

Enhanced maternity pay

Fertility and family-forming benefit

Pension plan with company contribution

Gym subsidy

Employee assistance and wellbeing

Local currency support for overseas

Job summary

Fisher Investments Europe is seeking a Paraplanner for its UK New Business team. You will analyse prospective client portfolios to provide regulated advice on pension transfers, bond surrenders, investment taxation and structure suitability.

The role reports to the Team Leader and involves formulating asset allocation recommendations and writing suitability reports. Responsibilities include evaluating client objectives, reviewing plans for specialised situations, assessing pension and bond

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 assessment before performing the role independently, and annual Fit & Proper Assessments will be required.

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.

Skills

Quantitative

Time management

Work under pressure

Team environment

Attention to accuracy

Client suitability

Education

University degree or equivalent

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

Job description

Fisher Investments Europe is seeking a Paraplanner for its UK New Business team. You will analyse prospective client portfolios to provide regulated advice on pension transfers, bond surrenders, investment taxation and structure suitability.

The role reports to the Team Leader and involves formulating asset allocation recommendations and writing suitability reports. Responsibilities include evaluating client objectives, reviewing plans for specialised situations, assessing pension and bond