Fisher Investments Europe is seeking a Paraplanner to join the UK New Business team in London. You will analyse prospective client portfolios to provide regulated advice on pensions, bond surrenders, investment tax and structure suitability. Report to your Team Leader and write suitability reports.
Responsibilities include evaluating objectives, reviewing plans for complex cases, and creating training for other groups. Compliance with F&P assessments is required.
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Senior Paraplanner – Portfolio Advice & Structuring employer: Fisher Investments
Fisher Investments is an exceptional employer that prioritises the growth and well-being of its employees, offering a supportive and inclusive work culture. With comprehensive benefits such as fully paid medical premiums, generous PTO, and robust family support programs, employees are empowered to thrive both personally and professionally. Located in a dynamic environment, the role of Business Process Associate provides ample opportunities for career development and meaningful contributions to the investment universe.
