Senior Paraplanner

1 month ago

London, UK, United Kingdom myGwork Full time

This job is with Fisher Investments, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

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 recommendation

  • Review and formulate plans for clients with highly specialised situations

  • Review clients' existing pension and investment bond arrangements to determine whether a transfer/surrender is suitable

  • Communicate advice to clients directly

  • Prepare written proposals and recommendations for transfers and present this advice to them to confirm understanding

  • Work with other departments to provide best client outcomes through developing new resources and providing training

  • 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

Your 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

  • Very strong understanding of Financial Planning principles and client suitability

  • Experience working with accuracy and ability to organise/time-manage

  • Quantitative in nature

  • Ability to work under pressure and in a dynamic team environment

  • 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

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:

  • 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
  • $10,000* fertility, hormonal health and family-forming benefit
  • 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

*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

#LI-DNI

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