Pension Paraplanner

1 month ago


London, Greater London, United Kingdom Fisher Investments Full time
Job Summary

We are seeking a skilled Pension Paraplanner to join our UK New Business team at Fisher Investments Europe. As a key member of our team, you will be responsible for analyzing prospective client portfolios and providing regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and structure suitability.

Key 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 specialized 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
Requirements
  • 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 organize/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
Why Fisher Investments Europe

Fisher Investments Europe is a global organization that puts clients first, providing unmatched service, and taking a personalized approach to investing. We offer a collaborative working environment that practices ongoing training, educational support, and employee appreciation events.

We take great pride in our inclusive culture. Success at Fisher Investments is motivated by results, a collaborative mindset, and a commitment to accomplishing great things. If you are ready to do that, we are ready for you.



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