Senior Paraplanner – Portfolio Advice & Structuring

Fisher Investments; City Of London; Sur place; GBP 45 000 - 59 000; Plein temps

Avantages offerts par ce poste

Medical & dental

Health screening

Annual leave 28+3

Maternity pay

Fertility benefit

Pension 9% + match

Gym subsidy

EAP

Training & development

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Analytical

Time management

Accuracy

Quantitative mindset

Team player

Under pressure

Formation

University degree or equivalent

Level 4 Diploma (CII/CISI)

Description du poste

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.