Fisher Investments Europe is seeking a Paraplanner for its UK New Business team. You will analyse prospective client portfolios to provide regulated advice on pension transfers, bond surrenders, investment taxation and structure suitability.
The role reports to the Team Leader and involves formulating asset allocation recommendations and writing suitability reports. Responsibilities include evaluating client objectives, reviewing plans for specialised situations, assessing pension and bond
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Paraplanner — Regulated Financial Planning & Analysis employer: Financial Planning Firm
Join a forward-thinking financial planning firm that prioritises your success and offers unparalleled flexibility with fully remote work options. Enjoy tax-free first-year earnings, robust internal support for client interactions, and a clear pathway for career advancement, all while working from anywhere in the world. With a strong emphasis on professional development and a collaborative culture, this is an exceptional opportunity for experienced financial advisers looking to thrive in a rewarding environment.
