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For Companies At a Glance
- Tasks: Analyse client portfolios and provide tailored financial advice.
- Company: Join Fisher Investments Europe, a client-first financial services leader.
- Benefits: Enjoy 28 days leave, health benefits, and a supportive work environment.
- Why this job: Make a real impact in clients' financial futures while growing your career.
- Qualifications: University degree and 3+ years in financial services required.
- Other info: Collaborative culture with ongoing training and career development opportunities.
The predicted salary is between 28800 - 48000 £ per year.
The Paraplanner under Fisher Investments Europe's UK New Business team analyzes 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, you will 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 specialized 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 organize/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 organization distinguishes itself by putting clients first, providing unmatched service, and taking a personalized 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 recognized 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 practices 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 employer: Fisher Investments UK
Contact Detail:
Fisher Investments UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨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. Be ready to discuss how your experience aligns with their values and how you can contribute to their team.
✨Tip Number 3
Don’t just apply anywhere; focus on opportunities that excite you! Use our website to find roles that match your skills and interests, and tailor your approach to show why you’re the perfect fit for Fisher Investments Europe.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role and keeping you top of mind for the hiring team. Plus, it’s a great chance to reiterate why you’d be an awesome addition to their team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your financial services experience and any relevant qualifications, like your Level 4 Diploma. 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 financial planning and how you can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Analytical Skills: As a Paraplanner, you'll need strong analytical skills. In your application, give examples of how you've evaluated client portfolios or made asset allocation recommendations in the past. We want to see your thought process!
Apply Through Our Website: Don't forget to apply 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 a few clicks and you’re done!
How to prepare for a job interview at Fisher Investments UK
✨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 responsibilities of a Paraplanner.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your financial services experience. Talk about how you've successfully evaluated client portfolios or formulated asset allocation recommendations, as this will demonstrate your practical skills and suitability for the role.
✨Understand Fisher's Philosophy
Familiarise yourself with Fisher Investments' approach to client service and portfolio management. Being able to articulate how your values align with theirs will help you stand out as a candidate who truly fits into their culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, ongoing training opportunities, and how success is measured in the Paraplanner role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
