- 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
- 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
- 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
- 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
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Paraplanner - London, United Kingdom - Fisher Investments
Description
Overview
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:
Your Qualifications:
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:
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
