At a Glance
- Tasks: Analyse client portfolios and provide regulated financial advice on investments and pensions.
- Company: Join Fisher Investments Europe, a leader in financial services with a supportive culture.
- Benefits: Enjoy 28 days annual leave, top-tier health plans, and a generous retirement pension.
- Other info: Ongoing training and employee appreciation events to support your career growth.
- Why this job: Make a real impact by helping clients achieve their financial goals in a collaborative environment.
- Qualifications: Level 4 qualification in Financial Planning and 3+ years of financial services experience required.
The predicted salary is between 28800 - 48000 £ 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.
- Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
- Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable.
- 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.
Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable.
~3+ years financial services experience required.
~ Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles.
Why Fisher Investments Europe:
- 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.
- $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.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER.
Financial Paraplanner in London employer: Fisher Investments
Fisher Investments Europe is an exceptional employer that prioritises the well-being and professional growth of its employees. With a collaborative work culture, comprehensive benefits including 100% paid health premiums, generous leave policies, and a strong commitment to ongoing training, employees are empowered to thrive in their roles. Located in the UK, this position offers a unique opportunity to contribute to meaningful financial planning while enjoying a supportive environment that values employee contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Financial 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 Financial 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 Fisher's portfolio management philosophies and Financial Planning principles. We want to see that you understand our approach, so be ready to discuss how your experience aligns with our values and practices.
✨Tip Number 3
Showcase your analytical skills! During interviews, be prepared to discuss specific examples of how you've evaluated client portfolios and made asset allocation recommendations. We love seeing candidates who can think critically and provide real-world solutions.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you're genuinely interested in joining the Fisher team. So, get your application in and let's make it happen!
We think you need these skills to ace Financial Paraplanner in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Paraplanner role. Highlight your relevant experience in financial services and any qualifications you have, like the CII Regulated Diploma or CISI Investment Advice 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 your experience aligns with our values at Fisher Investments Europe. 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 in action!
Apply Through Our Website:Don't forget to apply through our website! It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Fisher Investments Europe!
How to prepare for a job interview at Fisher Investments
✨Know Your Numbers
As a Financial Paraplanner, you’ll need to demonstrate your understanding of financial concepts. Brush up on key metrics related to asset allocation, pension transfers, and investment taxation. Be ready to discuss how these concepts apply to real-world scenarios.
✨Showcase Your Experience
With 3+ years in financial services, you’ve got valuable experience. Prepare specific examples of past projects where you formulated asset allocation recommendations or wrote suitability reports. This will help you illustrate your expertise and problem-solving skills.
✨Understand Fisher's Philosophy
Familiarise yourself with Fisher Investments' core portfolio management philosophies. Research their approach to financial planning and be prepared to discuss how your values align with theirs. This shows you’re not just looking for any job, but that you’re genuinely interested in their mission.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, ongoing training opportunities, and how success is measured in the role. This not only shows your interest but also helps you assess if the company is the right fit for you.
