Fisher Investments Europe in the UK seeks a Paraplanner to join the UK New Business team. You will analyze prospective client portfolios and provide regulated advice on pension transfers, bond surrenders, taxation, and structure suitability.
You will formulate asset allocation recommendations, write suitability reports, and contribute to training across the firm while ensuring regulatory compliance and high standards of accuracy.
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Paraplanner: Regulated Portfolio & Suitability Expert employer: Fisher Investments UK
Fisher Investments Europe is an exceptional employer that prioritises employee well-being and professional growth, offering a collaborative work environment where network engineers can thrive. With comprehensive benefits such as 100% paid health premiums, generous annual leave, and a strong focus on training and development, employees are empowered to achieve their long-term career goals while enjoying a supportive culture. Located in a vibrant area, this role provides the opportunity to work on large-scale projects and make a meaningful impact within a dedicated team of experts.
