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For Companies At a Glance
- Tasks: Analyse client portfolios and provide tailored financial advice.
- Company: Join Fisher Investments, a client-first global investment firm.
- Benefits: Enjoy 28 days leave, top-tier health plans, and a gym subsidy.
- Other info: Collaborative environment with ongoing training and employee appreciation events.
- 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.
The predicted salary is between 40000 - 50000 £ 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 - Fisher Investments in London employer: Jobs via eFinancialCareers
Contact Detail:
Jobs via eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Fisher Investments in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who know Fisher Investments. A friendly chat can sometimes lead to insider info or even a referral that could give you the edge.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of asset allocation and client suitability. We want you to showcase your expertise, so practice explaining complex concepts in simple terms. Remember, they’re looking for someone who can communicate effectively!
✨Tip Number 3
Don’t just wait for job openings to pop up! Keep an eye on our website and apply directly through it. This shows initiative and gives you a better chance of being noticed by the hiring team.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way in leaving a positive impression. It’s a great opportunity to reiterate your enthusiasm for the role and remind them why you’re the perfect fit.
We think you need these skills to ace Paraplanner - Fisher Investments in London
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 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 Fisher's portfolio management philosophies.
Showcase Your Analytical Skills: Since this role involves analysing client portfolios, make sure to highlight your quantitative skills and any experience you have with asset allocation recommendations. We love seeing examples of how you've worked under pressure in previous roles!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you'll be able to submit all your documents in one go. Plus, it shows us you're serious about joining the Fisher Investments family!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning principles and Fisher's portfolio management philosophies. Be ready to discuss how you would evaluate client objectives and formulate asset allocation recommendations.
✨Showcase Your Experience
Highlight your 3+ years in financial services during the interview. Prepare specific examples of how you've worked with accuracy and managed your time effectively, especially in high-pressure situations.
✨Prepare for Technical Questions
Expect questions about pension transfers, investment taxation, and bond surrenders. Practise explaining these concepts clearly, as you'll need to demonstrate your understanding of client suitability and regulatory compliance.
✨Be Ready to Collaborate
Fisher values teamwork, so be prepared to discuss how you've worked in dynamic team environments. Think of examples where you've led training or contributed to projects that improved efficiency, as this will show your collaborative spirit.