Senior Paraplanner

The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and expected to conduct fact finding discussions, write suitability reports, and deliver the advice to clients.The Day-to-Day: Conduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendationReview and formulate plans for clients with highly specialised situationsReview clients' existing pension and investment bond arrangements to determine whether a transfer/surrender is suitableCommunicate advice to clients directlyPrepare written proposals and recommendations for transfers and present this advice to them to confirm understandingWork with other departments to provide best client outcomes through developing new resources and providing trainingWork on ad hoc projects to improve the efficiency of PCA GroupAdhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated adviceYour Qualifications: A University degree or equivalent combination of education/experienceLevel 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable3+ years financial services experience requiredVery strong understanding of Financial Planning principles and client suitabilityExperience working with accuracy and ability to organise/time-manageQuantitative in natureAbility to work under pressure and in a dynamic team environmentIt 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 roleWhy 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 dependents28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidaysEnhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees$10,000* fertility, hormonal health and family-forming benefitA 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 contributionsGym subsidy of up to £50 per monthEmployee Assistance Program and other emotional wellbeing servicesA 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