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- Tasks: Analyse client portfolios and provide tailored financial advice on investments and pensions.
- Company: Join Fisher Investments Europe, a client-focused financial services leader.
- Benefits: Enjoy 28 days leave, top-tier health plans, and a generous pension scheme.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: University degree and 3+ years in financial services required.
- Other info: Collaborative environment with ongoing training and employee appreciation events.
The predicted salary is between 36000 - 60000 £ per year.
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.
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.
Paraplanner in London employer: Fisher Investments Europe
Contact Detail:
Fisher Investments Europe Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Fisher's portfolio management philosophies and Financial Planning principles. Show us that you understand our approach and how you can contribute to our team!
✨Tip Number 3
Don’t just apply anywhere; apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in being part of the Fisher family.
✨Tip Number 4
Practice your suitability report writing skills. Being able to articulate asset allocation recommendations clearly and effectively will set you apart from other candidates. We want to see your analytical skills in action!
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience in financial services and any qualifications that match the job description. We want to see how you fit into our team!
Showcase Your Skills: Don’t just list your qualifications; demonstrate how your skills align with the responsibilities of the role. Use specific examples from your past work to illustrate your ability to analyse portfolios and provide regulated advice.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so avoid jargon and ensure your key points stand out. This will help us quickly see why you’re a great fit!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Fisher Investments Europe
✨Know Your Stuff
Make sure you brush up on your knowledge of pension transfers, investment taxation, and asset allocation strategies. Being able to discuss these topics confidently will show that you're well-prepared and understand the core principles of financial planning.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience in financial services. Talk about how you've successfully evaluated client portfolios or formulated asset allocation recommendations, as this will demonstrate your ability to handle the responsibilities of a Paraplanner.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the company and the role. Inquire about their approach to client suitability or how they support ongoing training for their employees. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Practice Makes Perfect
Conduct mock interviews with a friend or mentor to practice articulating your thoughts clearly and concisely. Focus on explaining complex financial concepts in simple terms, as this will be crucial when discussing suitability reports and client recommendations during the interview.
