Fisher Investments UK
Paraplanner
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
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:
- 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
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
- 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
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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:
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- 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
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location