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- 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 culture.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: Degree or equivalent experience, with financial services background preferred.
- Other info: Collaborative environment with ongoing training and career development opportunities.
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
Contact Detail:
Fisher Investments 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 client suitability and can provide regulated advice with confidence!
✨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 team.
✨Tip Number 4
Practice your asset allocation recommendations and suitability reports before the big day. Being able to articulate your thought process clearly will set you apart from other candidates and demonstrate your expertise.
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial services and any relevant qualifications, 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 you can contribute to our team. Be sure to mention your understanding of client suitability and portfolio management principles.
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 formulated asset allocation recommendations in the past. We love seeing real-life applications of your skills!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Fisher Investments
✨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 work that demonstrate your financial services experience and ability to analyse client portfolios. Highlight situations where you successfully formulated recommendations or improved processes, as this will resonate with the interviewers.
✨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 their culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the team dynamics. This not only shows your interest in the position but also gives you a chance to assess if the company is the right fit for you. Think about asking about training opportunities or how success is measured in the role.
