Senior Paraplanner in London

Senior Paraplanner in London

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Analyse client portfolios and provide FCA regulated advice on investments and pensions.
  • Company: Fisher Investments UK, a leading investment firm with a focus on client success.
  • Benefits: Competitive salary, comprehensive training, and opportunities for career advancement.
  • Why this job: Make a real difference in clients' financial futures while developing your expertise.
  • Qualifications: Experience in financial planning and strong analytical skills.
  • Other info: Join a supportive team in a dynamic and rewarding environment.

The predicted salary is between 43200 - 72000 £ per year.

Join to apply for the Senior Paraplanner role at Fisher Investments UK.

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.

Senior Paraplanner in London employer: Fisher Investments UK

Fisher Investments UK is an exceptional employer that prioritises employee development and well-being, offering a collaborative work culture where your contributions are valued. With a focus on professional growth, employees benefit from ongoing training and mentorship opportunities, all while working in a vibrant location that fosters innovation and teamwork.
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Contact Detail:

Fisher Investments UK Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Paraplanner in London

✨Tip Number 1

Network like a pro! Reach out to current or former employees at Fisher Investments UK on LinkedIn. A friendly chat can give us insider info and might just get our foot in the door.

✨Tip Number 2

Prepare for the interview by brushing up on FCA regulations and investment strategies. We want to show that we’re not just knowledgeable but also passionate about the role of a Senior Paraplanner.

✨Tip Number 3

Practice common interview questions with a mate. We can nail down our answers and feel more confident when discussing our experience with pension transfers and investment taxation.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure our application gets noticed. Plus, it shows we’re serious about joining the team at Fisher Investments UK.

We think you need these skills to ace Senior Paraplanner in London

Analytical Skills
Knowledge of FCA Regulations
Pension Transfer Expertise
Investment Taxation Knowledge
Bond Surrender Understanding
Client Portfolio Analysis
Communication Skills
Attention to Detail
Financial Planning
Report Writing
Problem-Solving Skills
Time Management
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience with trading client portfolios and any relevant FCA regulated advice you've provided. We want to see how your skills match what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a perfect fit. We love seeing genuine enthusiasm, so let your personality come through!

Showcase Relevant Experience: When filling out your application, be sure to showcase any specific experience you have with pension transfers, bond surrenders, or investment taxation. We’re keen on candidates who can hit the ground running, so don’t hold back!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be done in no time!

How to prepare for a job interview at Fisher Investments UK

✨Know Your Stuff

Make sure you brush up on your knowledge of FCA regulations and the specifics of pension transfers and investment taxation. Being able to discuss these topics confidently will show that you're well-prepared and serious about the role.

✨Showcase Your Analytical Skills

As a Senior Paraplanner, you'll need strong analytical skills. Prepare examples from your past experience where you've successfully analysed client portfolios or provided valuable insights. This will help demonstrate your capability in the role.

✨Ask Insightful Questions

Prepare some thoughtful questions about Fisher Investments' approach to client management and portfolio analysis. This not only shows your interest in the company but also gives you a chance to assess if their values align with yours.

✨Practice Your Communication

Since you'll be providing advice, clear communication is key. Practice explaining complex financial concepts in simple terms. This will help you convey your ideas effectively during the interview and show that you can connect with clients.

Senior Paraplanner in London
Fisher Investments UK
Location: London
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